Plan Ledger DOL Form 5500 · updated monthly

Addiction Recovery Care LLC401(k)

ADDICTION RECOVERY CARE LLC 401(K) PLAN · LOUISA, KY · plan year 2024

Reported admin expense ratio · 2024
1.75%

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

Addiction Recovery Care LLC reported $69,969 in plan administrative expenses for 2024: 1.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $475 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 2.20% to 1.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Kentucky (649th of 871), and 654th of 786 in management of companies. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 997 to 1,216 since 2022.

Plan summary
Net assets, end of year$4,841,411
Participants with balances374
Active participants1,216
Employer contributions$577,240
Employee contributions$1,160,368
Employer contribution per active participant$475
Average account balance$12,945
Benefits paid to participants$568,928
Plan auditUnmodified (clean) audit opinion
AuditorRFH, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 374 accts · $577K emplr
2023$3.2M · 320 accts · $517K emplr
2022$1.5M · 233 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,961
Investment management$8
Total administrative$69,969
The Addiction Recovery Care LLC 401(k) match · 2024
Employer contribution per active participant$475
Median for plans this size$1,313
2024$475 per active participant
2023$424 per active participant
2022$260 per active participant

Addiction Recovery Care LLC's 2024 employer contribution ran below the $1,313 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 · 20241
ASCENSUS LLC · Recordkeeping$69,961

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$69,969 · 1.75%
2023$40,607 · 1.73%
2022$27,045 · 2.20%
Similar plansManagement of Companies · Kentucky
Monticello Bankshares, Inc. KY$15.7M · 0.02%
Hinkle Holding Co., LLC KY$13.1M · 0.10%
Harper Industries Inc. KY$5.4M · 0.04%
Ecofibre USA, Inc. KY$1.7M · 1.60%
Pj Holdings Ky, LLC KY$806K · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461095648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.