Plan Ledger DOL Form 5500 · updated monthly

Creative Health Services, Inc401(k)

CREATIVE HEALTH SERVICES, INC. 401(K) & PROFIT SHARING PLAN · POTTSTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Creative Health Services, Inc reported $7,578 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $148 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 rose from 0.09% to 0.10%. 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 Pennsylvania (2,508th of 3,651), and 6,396th of 11,911 in health care & social assistance. In 2024, employees put in $21.61 for every $1.00 the employer contributed; active participation has grown from 223 to 247 since 2022.

Plan summary
Net assets, end of year$8,111,350
Participants with balances306
Active participants247
Employer contributions$36,526
Employee contributions$789,314
Employer contribution per active participant$148
Average account balance$26,508
Benefits paid to participants$780,581
Plan auditUnmodified (clean) audit opinion
AuditorMAILLIE
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 306 accts · $37K emplr
2023$7.0M · 317 accts · $36K emplr
2022$5.6M · 298 accts · $33K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,825
Investment management$1,753
Total administrative$7,578
The Creative Health Services, Inc 401(k) match · 2024
Employer contribution per active participant$148
Median for plans this size$1,313
2024$148 per active participant
2023$151 per active participant
2022$148 per active participant

Creative Health Services, 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$7,577

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$7,578 · 0.10%
2023$5,444 · 0.09%
2022$5,361 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
The Shadowfax Corporation PA$8.4M · 0.76%
The Bradley Center PA$8.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231522060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.