Plan Ledger DOL Form 5500 · updated monthly

Cummins Behavioral Health Systems, Inc.401(k)

CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401K PLAN · AVON, IN · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Cummins Behavioral Health Systems, Inc. reported $19,604 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,374 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 0.04% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 672nd-largest of 1,562 plans among Indiana employers on file, and the 4,248th of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,283,687
Participants with balances304
Active participants396
Employer contributions$543,947
Employee contributions$782,172
Employer contribution per active participant$1,374
Average account balance$53,565
Benefits paid to participants$1,249,813
Plan auditUnmodified (clean) audit opinion
AuditorBLUE AND CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 304 accts · $544K emplr
2023$14.0M · 323 accts · $536K emplr
2022$12.2M · 316 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,104
Total administrative$19,604
The Cummins Behavioral Health Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$1,374
Median for plans this size$2,416
2024$1,374 per active participant
2023$1,228 per active participant
2022$1,220 per active participant

Cummins Behavioral Health Systems, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CUMMINS BEHAVIORAL HEALTH SYSTEMS I$11,500
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$6,649
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,455

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

Administrative cost history3
2024$19,604 · 0.13%
2023$5,279 · 0.04%
2022$5,435 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Healthlinc, Inc. IN$16.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351328806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.