Plan Ledger DOL Form 5500 · updated monthly

The Center for Women and Families, Inc.401(k)

THE CENTER FOR WOMEN AND FAMILIES, INC. 401(K) PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
1.35%

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

The Center for Women and Families, Inc. reported $16,150 in plan administrative expenses for 2022: 1.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $674 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (829th of 871), and 11,016th of 11,911 in health care & social assistance. In 2022, employees put in $4.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$868,325
Participants with balances52
Active participants25
Employer contributions$16,849
Employee contributions$73,873
Employer contribution per active participant$674
Average account balance$16,699
Benefits paid to participants$513,564
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,190
Investment management$3,750
Professional / advisory$210
Total administrative$16,150
The The Center for Women and Families, Inc. 401(k) match · 2022
Employer contribution per active participant$674
Median for plans this size$1,114

The Center for Women and Families, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,150 · 1.35%
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Arcadia Communities LLC KY$1.4M · 0.08%
Dx Solutions LLC KY$1.3M · 0.20%
The Healing Place KY$833K · 0.70%
Foothills Academy, Inc. KY$818K · 0.57%
Bourbon Heights, Inc. KY$735K · 0.05%
Buena Vida Adhc KY$675K · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610444846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.