Plan Ledger DOL Form 5500 · updated monthly

Access Healthcare LLC401(k)

ACCESS HEALTHCARE LLC 401(K) PROFIT SHARING PLAN & TRUST · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Access Healthcare LLC reported $23,119 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $681 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 2 years on file its reported administrative ratio fell from 1.63% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (2,129th of 2,419), and 10,833rd of 11,654 in professional & technical services. In 2024, employees put in $4.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,154,741
Participants with balances182
Active participants149
Employer contributions$101,487
Employee contributions$486,386
Employer contribution per active participant$681
Average account balance$11,839
Benefits paid to participants$658,589
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.2M · 182 accts · $101K emplr
2022$946K · 84 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,027
Investment management$6,229
Trustee / custodial$863
Total administrative$23,119
The Access Healthcare LLC 401(k) match · 2024
Employer contribution per active participant$681
Median for plans this size$1,313
2024$681 per active participant
2022$381 per active participant

Access Healthcare LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$16,072
EQUITABLE ADVISORS, LLC · Investment advisory (participants)$5,642

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

Administrative cost history2
2024$23,119 · 1.12%
2022$9,959 · 1.63%
Similar plansProfessional & Technical Services · New Jersey
Devon Rex Vets PC NJ$2.4M · 0.42%
IT America NJ$2.3M · 0.51%
Harrington Construction NJ$2.0M · 0.00%
Siri Info Solutions NJ$1.9M · 0.31%
Aergo Solutions, LLC NJ$1.8M · 1.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800244479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.