Plan Ledger DOL Form 5500 · updated monthly

Alegria Primary Home Care, Inc.401(k)

COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN · MCALLEN, TX · plan year 2022

Reported admin expense ratio · 2022
3.72%

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

Alegria Primary Home Care, Inc. reported $18,844 in plan administrative expenses for 2022: 3.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $65 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.

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 Texas (5,456th of 5,688), and 11,371st of 11,911 in health care & social assistance. In 2022, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$487,182
Participants with balances32
Active participants429
Employer contributions$27,937
Employee contributions$48,146
Employer contribution per active participant$65
Average account balance$15,224
Benefits paid to participants$10,822
Plan auditUnmodified (clean) audit opinion
AuditorGF VALDEZ, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,844
Total administrative$18,844
The Alegria Primary Home Care, Inc. 401(k) match · 2022
Employer contribution per active participant$65
Median for plans this size$331

Alegria Primary Home Care, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,844 · 3.72%
Similar plansHealth Care & Social Assistance · Texas
Psychiatry of Texas PLLC TX$519K · 0.09%
Baywood Crenshaw, LLC TX$490K · 2.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205536713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.