Plan Ledger DOL Form 5500 · updated monthly

Adobe Care and Wellness LLC401(k)

ADOBE CARE AND WELLNESS 401(K) · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.59%

Adobe Care and Wellness LLC reported $4,246 in plan administrative expenses for 2022: 0.59% of average plan assets, below the peer median. 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 health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,162nd of 1,285), and 10,971st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$919,414
Participants with balances165
Active participants178
Employer contributions—
Employee contributions$476,742
Employer contribution per active participant—
Average account balance$5,572
Benefits paid to participants$88,982
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
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$4,246 · 0.59%
Similar plansHealth Care & Social Assistance · Arizona
S.E.E.K. Arizona, LLC AZ$957K · 0.63%
The Opportunity Tree AZ$773K · 0.86%
M.I.K.I.D. AZ$694K · 0.95%
Nsi Nursing Service, Inc. AZ$681K · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831429772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.