Plan Ledger DOL Form 5500 · updated monthly

Above All Personal Care Servic401(k)

ABOVE ALL PERSONAL CARE SERVIC 401(K) PROFIT SHARING PLAN & TRUST · TIJERAS, NM · plan year 2019

Reported admin expense ratio · 2019
10.64%

Above All Personal Care Servic reported $6,089 in plan administrative expenses for 2019: 10.64% of average plan assets, higher than ~90% of peers. 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 102 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New Mexico (288th of 290), and 3,302nd of 3,341 in other services.

Plan summary
Net assets, end of year$58,529
Participants with balances71
Active participants205
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$824
Benefits paid to participants$1,720
Plan auditUnmodified (clean) audit opinion
AuditorBOCK & ASSOCIATES, LLP
Plan history2
Yearassets · accounts · employer contribution
2022$0
2019$59K · 71 accts
Administrative expenses, itemized · 2019
Recordkeeping & contract admin$6,089
Total administrative$6,089
What these fees cost you

Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022Not separately reported
2019$6,089 · 10.64%
Similar plansOther Services · New Mexico
Sun Capital Hotels NM$961K · 0.87%
Guthrie's Garage, Inc. NM$944K · 0.52%
Funston Company Inc NC$70K · 0.41%
Sbm Corporation OK$67K · 3.14%
Lace Inc IL$66K · 0.85%
Dbvr Rockville LP TX$61K · 3.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471790486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.