Plan Ledger DOL Form 5500 · updated monthly

Access Rehab Centers, LLC401(k)

ACCESS REHAB CENTERS, LLC 401(K) PLAN · WATERBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Access Rehab Centers, LLC reported $82,971 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $826 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 0.55% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (578th of 1,106), and the 3,901st of 11,911 in health care & social assistance. In 2024, employees put in $3.99 for every $1.00 the employer contributed; active participation has grown from 184 to 207 since 2022.

Plan summary
Net assets, end of year$18,437,603
Participants with balances145
Active participants207
Employer contributions$170,903
Employee contributions$682,110
Employer contribution per active participant$826
Average account balance$127,156
Benefits paid to participants$989,812
Plan auditUnmodified (clean) audit opinion
AuditorVISCONTI PITTALA & ASSOCIATES LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 145 accts · $171K emplr
2023$16.7M · 136 accts · $190K emplr
2022$12.7M · 131 accts · $188K emplr
The Access Rehab Centers, LLC 401(k) match · 2024
Employer contribution per active participant$826
Median for plans this size$2,416
2024$826 per active participant
2023$972 per active participant
2022$1,024 per active participant

Access Rehab Centers, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$82,971
KESTRA INVESTMENT SERVICES, LLC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$82,971 · 0.47%
2023$78,800 · 0.54%
2022$66,908 · 0.55%
Similar plansHealth Care & Social Assistance · Connecticut
Cw Group, Inc. CT$20.7M · 0.64%
Apt Foundation Inc. CT$19.6M · 0.17%
Intercommunity, Inc. CT$19.4M · 0.09%
Abilis, Inc. CT$18.2M · 0.30%
Waveny Care Center CT$17.9M · 0.37%
Bhcare, Inc. CT$17.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061527429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.