Plan Ledger DOL Form 5500 · updated monthly

A to Z Therapy Management, LLC401(k)

A TO Z THERAPY 401(K) PLAN · NORTH RICHLAND HILLS, TX · plan year 2022

Reported admin expense ratio · 2022
0.57%

A to Z Therapy Management, LLC reported $30,005 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. 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 Texas (4,196th of 5,688), and 8,220th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,497,278
Participants with balances74
Active participants46
Employer contributions—
Employee contributions$64,529
Employer contribution per active participant—
Average account balance$60,774
Benefits paid to participants$765,893
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30,005
Total administrative$30,005
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$30,005 · 0.57%
Similar plansHealth Care & Social Assistance · Texas
A World for Children TX$4.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261554125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.