Plan Ledger DOL Form 5500 · updated monthly

Cumberland River Behavioral Health Inc401(k)

CUMBERLAND RIVER BEHAVIORAL HEALTH RETIREMENT SAVINGS PLAN · CORBIN, KY · plan year 2022

Reported admin expense ratio · 2022
0.75%

Cumberland River Behavioral Health Inc reported $4,707 in plan administrative expenses for 2022: 0.75% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (846th of 871), and 11,232nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$641,435
Participants with balances44
Active participants417
Employer contributions—
Employee contributions$65,622
Employer contribution per active participant—
Average account balance$14,578
Benefits paid to participants$7,277
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,143
Investment management$114
Professional / advisory$450
Total administrative$4,707
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$4,707 · 0.75%
Same employer
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The Healing Place KY$833K · 0.70%
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Buena Vida Adhc KY$675K · 0.45%
McCloud Inc. KY$470K · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237313241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.