Plan Ledger DOL Form 5500 · updated monthly

Nurses Case Management, LLC dba Carefor401(k)

NURSES CASE MANAGEMENT, LLC DBA CAREFOR 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Nurses Case Management, LLC dba Carefor reported $53 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,648th of 5,688), and 11,822nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$66,616
Participants with balances102
Active participants128
Employer contributions$0
Employee contributions$65,282
Employer contribution per active participant$0
Average account balance$653
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4
Investment management$49
Total administrative$53
The Nurses Case Management, LLC dba Carefor 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Nurses Case Management, LLC dba Carefor's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$53 · 0.08%
Similar plansHealth Care & Social Assistance · Texas
24HOURNURSE LLC TX$124K · 0.72%
Csl Sachse 2017, LLC TX$122K · 16.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300786230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.