Plan Ledger DOL Form 5500 · updated monthly

Alita Care Holdings LLC401(k)

ALITA CARE & AFFILIATES 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Alita Care Holdings LLC reported $230,898 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $246 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 rose from 0.15% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 207th-largest of 1,285 plans among Arizona employers on file, and the 1,120th of 5,337 in construction. In 2024, employees put in $20.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,559,711
Participants with balances1,397
Active participants1,122
Employer contributions$276,192
Employee contributions$5,735,844
Employer contribution per active participant$246
Average account balance$32,613
Benefits paid to participants$7,105,909
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$45.6M · 1,397 accts · $276K emplr
2023$40.3M · 1,430 accts · $946K emplr
2022$32.9M · 1,291 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,967
Investment management$79,931
Total administrative$230,898
The Alita Care Holdings LLC 401(k) match · 2024
Employer contribution per active participant$246
Median for plans this size$2,416
2024$246 per active participant
2023$779 per active participant
2022$754 per active participant

Alita Care Holdings 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$150,967
CBIZ FINANCIAL SOLUTIONS · Investment advisory (participants) · Investment advisory (plan)$79,931

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$230,898 · 0.54%
2023$114,481 · 0.31%
2022$53,377 · 0.15%
Similar plansConstruction · Arizona
Modigent LLC AZ$50.9M · 0.65%
Mgc Contractors, Inc. AZ$43.6M · 0.03%
Veregy, LLC AZ$40.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473702085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.