Plan Ledger DOL Form 5500 · updated monthly

Access Adult Health Day Care C401(k)

ACCESS ADULT HEALTH DAY CARE C 401(K) PROFIT SHARING PLAN & TRUST · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Access Adult Health Day Care C reported $2,896 in plan administrative expenses for 2022: 0.43% of average plan assets, below the peer median. Employer contributions averaged $197 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Kentucky (841st of 871), and 3,132nd of 3,341 in other services. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$700,106
Participants with balances60
Active participants280
Employer contributions$55,261
Employee contributions$118,438
Employer contribution per active participant$197
Average account balance$11,668
Benefits paid to participants$12,433
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,771
Investment management$125
Total administrative$2,896
The Access Adult Health Day Care C 401(k) match · 2022
Employer contribution per active participant$197
Median for plans this size$331

Access Adult Health Day Care C's 2022 employer contribution ran below the $331 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$2,896 · 0.43%
Similar plansOther Services · Kentucky
Teca, Inc. KY$1.8M
Sanden, Inc. KY$1.7M · 0.01%
Parc Auto LLC KY$1.5M · 0.04%
Transitions Incorporated KY$963K · 1.29%
Slp Tacer Operating, LLC CA$717K · 0.11%
District Dogs DC$715K · 0.12%
Servall Termite Company TN$703K · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271942757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.