Plan Ledger DOL Form 5500 · updated monthly

Allcare Management Services, LLC401(k)

ALLCARE HEALTH 401(K) PLAN · GRANTS PASS, OR · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Allcare Management Services, LLC reported $60,969 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,888 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 0.17% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 395th-largest of 1,021 plans among Oregon employers on file, and 3,288th of 4,798 in finance & insurance. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 288 to 366 since 2022.

Plan summary
Net assets, end of year$17,161,882
Participants with balances450
Active participants366
Employer contributions$1,056,934
Employee contributions$1,739,653
Employer contribution per active participant$2,888
Average account balance$38,138
Benefits paid to participants$3,029,104
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 450 accts · $1.1M emplr
2023$15.5M · 424 accts · $919K emplr
2022$12.5M · 376 accts · $763K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,503
Investment management$49,466
Total administrative$60,969
The Allcare Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,888
Median for plans this size$2,416
2024$2,888 per active participant
2023$2,873 per active participant
2022$2,649 per active participant

Allcare Management Services, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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.

Administrative cost history3
2024$60,969 · 0.37%
2023$27,131 · 0.19%
2022$23,862 · 0.17%
Same employer
Similar plansFinance & Insurance · Oregon
Mortgage Express, LLC OR$20.5M · 0.42%
Willamette Valley Bank OR$13.2M · 0.41%
Summit Bank OR$12.3M · 0.27%
People's Bank of Commerce OR$10.0M · 0.58%
Oregon Pacific Banking Co OR$9.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261601041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.