Plan Ledger DOL Form 5500 · updated monthly

Cp Assisted Living Management Ll401(k)

CP SENIOR LIVING 401(K) · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Cp Assisted Living Management Ll reported $2,019 in plan administrative expenses for 2022: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $662 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,153rd of 5,688), and 10,606th of 11,911 in health care & social assistance. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,327,850
Participants with balances53
Active participants108
Employer contributions$71,471
Employee contributions$135,388
Employer contribution per active participant$662
Average account balance$25,054
Benefits paid to participants$91,617
Plan auditUnmodified (clean) audit opinion
The Cp Assisted Living Management Ll 401(k) match · 2022
Employer contribution per active participant$662
Median for plans this size$1,114

Cp Assisted Living Management Ll's 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,019 · 0.14%
Similar plansHealth Care & Social Assistance · Texas
Lucent Home Health, LLC TX$1.4M · 1.21%
Special Kids Care TX$1.4M · 0.10%
Peoplecare TX$1.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383906363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.