Plan Ledger DOL Form 5500 · updated monthly

Aegis Senior Communities, LLC401(k)

AEGIS SENIOR COMMUNITIES, LLC 401(K) PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.57%

Aegis Senior Communities, LLC reported $114,154 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. 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 0.72% to 0.57%. 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 the 657th-largest of 1,714 plans among Washington employers on file, and the 3,510th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$21,390,267
Participants with balances766
Active participants2,828
Employer contributions—
Employee contributions$3,294,885
Employer contribution per active participant—
Average account balance$27,925
Benefits paid to participants$3,093,863
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 766 accts
2023$18.8M · 784 accts
2022$14.8M · 672 accts · $593K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,635
Investment management$47,519
Total administrative$114,154
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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$66,634
M HOLDINGS SECURITIES, INC. · Investment advisory (plan)$26,552
ASSUREDPARTNERS INVESTMENT ADVISORS · Investment advisory (plan)$20,967

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$114,154 · 0.57%
2023$112,851 · 0.67%
2022$107,361 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Comprehensive Healthcare WA$25.6M · 0.28%
Foss Home and Village WA$20.9M · 0.15%
Sound Family Medicine WA$20.7M · 0.23%
Navos WA$20.4M · 0.17%
Olympic Sports & Spine PLLC WA$20.1M · 0.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 743062793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.