Employers › Spectrum Healthcare Resources of Delaware
Recordkeeping fees per participant · CHS Employee Group, LLC 401(k) Retirement Plan · plan year 2024
$12.70
Higher than 12% of the 5,847 plans $50 to 250M that report it.
= $25,493 / 2,008
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260209164147NAL0001904115001, received 2026-02-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260209164147NAL0001904115001, received 2026-02-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-02-09.
Administrative expenses excluding investment management, per participant
$26.49
Higher than 15% of the 8,758 plans $50 to 250M that report it.
= $53,186 / 2,008
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260209164147NAL0001904115001, received 2026-02-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260209164147NAL0001904115001, received 2026-02-09
Administrative expenses per participant
$58.32
Higher than 19% of the 9,042 plans $50 to 250M that report it.
= $117,106 / 2,008
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260209164147NAL0001904115001, received 2026-02-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260209164147NAL0001904115001, received 2026-02-09
Administrative expenses as a share of assets
0.117%
Higher than 43% of the 9,049 plans $50 to 250M that report it.
= $117,106 / $100,350,166
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260209164147NAL0001904115001, received 2026-02-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260209164147NAL0001904115001, received 2026-02-09
Employer contributions per participant
$560
Higher than 4% of the 9,105 plans $50 to 250M that report it.
= $1,125,277 / 2,008
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260209164147NAL0001904115001, received 2026-02-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260209164147NAL0001904115001, received 2026-02-09
Employer share of total contributions
13.9%
Higher than 8% of the 9,112 plans $50 to 250M that report it.
= $1,125,277 / $8,101,401
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260209164147NAL0001904115001, received 2026-02-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260209164147NAL0001904115001, received 2026-02-09
Plan terms are not published in public filings.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260209164147NAL0001904115001, received 2026-02-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CHS EMPLOYEE GROUP, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Plan name | CHS EMPLOYEE GROUP, LLC 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Sponsor EIN / plan number | 23-2704721 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Sponsor location | BRENTWOOD, TN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Industry (business code) | 621399, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Filing received | 2026-02-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Participants, beginning of year | 4,302 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Active participants | 1,801 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Participants, end of year | 3,174 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Participants with an account balance | 2,008 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Total assets, beginning of year | $100,356,988 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Total assets, end of year | $100,350,166 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Net assets, end of year | $100,350,166 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Total income | $22,546,401 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Net income | $-6,822 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Employer contributions | $1,125,277 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Participant contributions | $6,150,727 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Other contributions (incl. rollovers) | $825,397 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Total contributions | $8,101,401 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Benefit payments | $22,170,695 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Total expenses (incl. benefit payments) | $22,553,223 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Total administrative expenses | $117,106 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Recordkeeping fees | $25,493 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| IQPA audit fees | $23,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Investment advisory and management fees | $63,920 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Administrative expenses excluding investment management | $53,186 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Held in mutual funds | $56,585,926 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260209164147NAL0001904115001, received 2026-02-09 |
| Independent auditor | LBMC, PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260209164147NAL0001904115001, received 2026-02-09 |
Position = column in the DOL layout for form year 2024. Filing 20260209164147NAL0001904115001, received 2026-02-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| OPPENHEIMER & CO INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $60,000 | no |
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $25,493 | yes |
| LBMC PC | AUDITOR | 10 Accounting (including auditing) | $23,500 | no |
| HOLLAND & KNIGHT LLP | ATTORNEY | 29 Legal | $4,192 | no |
| ADVISED ASSETS GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $3,920 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260209164147NAL0001904115001, received 2026-02-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $100,356,988 | $100,350,166 | -0.0% |
| Participants with a balance | 2,130 | 2,008 | -5.7% |
| Administrative expenses | $140,831 | $117,106 | -16.8% |
| Recordkeeping fees per participant | not reported | $12.70 | |
| Employer contributions | $1,212,362 | $1,125,277 | -7.2% |
Prior filing 20241030084935NAL0000322963001, received 2024-10-30; the plan years are contiguous.
Sponsor name as filed: CHS EMPLOYEE GROUP, LLC; SEC registrant: Spectrum Healthcare Resources of Delaware, Inc. (CIK 1291426, matched by EIN).