Plan Ledger DOL Form 5500 · updated monthly

Curtis V. Cooper Primary Health Care, Inc.Money purchase plan

CURTIS V. COOPER PRIMARY HEALTH CARE, INC. PENSION PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Curtis V. Cooper Primary Health Care, Inc. reported $21,320 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,386 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 0.08% to 0.39%. 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 Georgia (1,564th of 2,160), and 7,522nd of 11,911 in health care & social assistance. active participation has grown from 130 to 228 since 2022.

Plan summary
Net assets, end of year$5,697,143
Participants with balances257
Active participants228
Employer contributions$316,018
Employee contributions$0
Employer contribution per active participant$1,386
Average account balance$22,168
Benefits paid to participants$269,305
Plan auditUnmodified (clean) audit opinion
AuditorHOLLAND,BROMLEY,BARNHILL&BRETT,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 257 accts · $316K emplr
2023$5.1M · 255 accts · $356K emplr
2022$4.8M · 230 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,320
Total administrative$21,320
Employer contributions to the Curtis V. Cooper Primary Health Care, Inc. plan · 2024
Employer contribution per active participant$1,386
Median for plans this size$1,313
2024$1,386 per active participant
2023$2,915 per active participant
2022$2,171 per active participant

Curtis V. Cooper Primary Health Care, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$11,128
WILSHIRE ASSOCIATES INC. · Named fiduciary$1,184

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$21,320 · 0.39%
2023$3,710 · 0.07%
2022$4,186 · 0.08%
Similar plansHealth Care & Social Assistance · Georgia
Chris 180, Inc. GA$5.4M · 0.85%
Phoenix Senior Living GA$5.4M · 5.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581136296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.