Plan Ledger DOL Form 5500 · updated monthly

Ctw Home Health, LLC401(k)

CIRCLE OF CARE 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Ctw Home Health, LLC reported $19,326 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $5 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 0.39% to 0.43%. 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 (4,135th of 5,688), and 8,059th of 11,911 in health care & social assistance. In 2024, employees put in $159.18 for every $1.00 the employer contributed; active participation has grown from 505 to 656 since 2022.

Plan summary
Net assets, end of year$4,738,366
Participants with balances186
Active participants656
Employer contributions$3,543
Employee contributions$563,972
Employer contribution per active participant$5
Average account balance$25,475
Benefits paid to participants$679,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 186 accts · $4K emplr
2023$4.3M · 210 accts · $3K emplr
2022$3.5M · 203 accts · $3K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,519
Investment management$12,807
Total administrative$19,326
The Ctw Home Health, LLC 401(k) match · 2024
Employer contribution per active participant$5
Median for plans this size$1,313
2024$5 per active participant
2023$6 per active participant
2022$5 per active participant

Ctw Home Health, LLC'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 · 20242
NEWPORT GROUP, INC. · Recordkeeping$6,519
MERRILL LYNCH · Investment advisory (participants) · Investment advisory (plan)$12,807

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$19,326 · 0.43%
2023$22,454 · 0.57%
2022$13,581 · 0.39%
Similar plansHealth Care & Social Assistance · Texas
Wheel Health Inc. TX$4.9M · 0.16%
C.C. Young Memorial Home TX$4.9M · 0.02%
Air Force Villages, Inc. TX$4.7M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208886902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.