Plan Ledger DOL Form 5500 · updated monthly

Country Home Management, Inc.401(k)

COUNTRY HOME SAVINGS PLAN · BOERNE, TX · plan year 2024

Reported admin expense ratio · 2024
1.15%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Country Home Management, Inc. reported $31,455 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $73 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.47% to 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,642nd of 5,688), and 9,404th of 11,911 in health care & social assistance. In 2024, employees put in $9.72 for every $1.00 the employer contributed; active participation has grown from 255 to 295 since 2022.

Plan summary
Net assets, end of year$2,802,838
Participants with balances133
Active participants295
Employer contributions$21,671
Employee contributions$210,628
Employer contribution per active participant$73
Average account balance$21,074
Benefits paid to participants$277,953
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 133 accts · $22K emplr
2023$2.7M · 140 accts · $23K emplr
2022$2.3M · 132 accts · $21K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,360
Investment management$11,595
Audit (IQPA)$12,500
Total administrative$31,455
The Country Home Management, Inc. 401(k) match · 2024
Employer contribution per active participant$73
Median for plans this size$1,313
2024$73 per active participant
2023$87 per active participant
2022$83 per active participant

Country Home Management, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
BENEFIT PLAN ADMIN SERVICES · Claims processing · Contract administrator$8,145
ADKF, P.C. · Accounting / audit$12,500
FROST BANK · Trustee · Trustee (discretionary)$10,735

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BENEFIT PLAN ADMIN SERVICES
2023BENEFIT PLAN ADMIN SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,455 · 1.15%
2023$39,872 · 1.60%
2022$40,455 · 1.47%
Similar plansHealth Care & Social Assistance · Texas
Gryphon Healthcare, LLC TX$2.9M · 0.67%
Found Health Inc. TX$2.9M · 0.10%
Aranscia, LLC TX$2.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742722221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.