Plan Ledger DOL Form 5500 · updated monthly

A Place for Mom, Inc.401(k)

A PLACE FOR MOM, INC. 401(K) PLAN · OVERLAND PARK, KS · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

A Place for Mom, Inc. reported $158,718 in plan administrative expenses for 2025: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,405 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 3 years on file its reported administrative ratio fell from 0.41% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 119th-largest of 828 plans among Kansas employers on file, and the 1,661st of 11,911 in health care & social assistance. In 2025, employees put in $5.91 for every $1.00 the employer contributed; active participation has shrunk from 1,101 to 838 since 2022.

Plan summary
Net assets, end of year$58,142,872
Participants with balances1,351
Active participants838
Employer contributions$1,177,081
Employee contributions$6,960,869
Employer contribution per active participant$1,405
Average account balance$43,037
Benefits paid to participants$10,010,924
Plan auditUnmodified (clean) audit opinion
AuditorSWEENEY CONRAD CPA LLP
Plan history4
Yearassets · accounts · employer contribution
2025$58.1M · 1,351 accts · $1.2M emplr
2024$50.7M · 1,366 accts · $1.1M emplr
2023$43.7M · 1,429 accts · $1.3M emplr
2022$34.5M · 1,384 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$130,850
Trustee / custodial$27,868
Total administrative$158,718
The A Place for Mom, Inc. 401(k) match · 2025
Employer contribution per active participant$1,405
Median for plans this size$4,093
2025$1,405 per active participant
2024$1,198 per active participant
2023$1,323 per active participant
2022$1,312 per active participant

A Place for Mom, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
RANDALL & HURLEY INC · Recordkeeping · Loan processing$130,848
CHARLES SCHWAB BANK · Custodial (securities)$27,870

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

Recordkeeper by year3
2025RANDALL & HURLEY INC
2024RANDALL & HURLEY INC
2023RANDALL & HURLEY INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$158,718 · 0.29%
2024$158,168 · 0.33%
2023$164,397 · 0.42%
2022$144,193 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Kansas

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Source: U.S. Department of Labor, Form 5500 series, EIN 912069153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.