Plan Ledger DOL Form 5500 · updated monthly

American Healthcare, LLC401(k)

AMERICAN HEALTHCARE, LLC RETIREMENT SAVINGS PLAN · ROANOKE, VA · plan year 2025

Reported admin expense ratio · 2025
0.89%

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

American Healthcare, LLC reported $170,967 in plan administrative expenses for 2025: 0.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $220 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 4 years on file its reported administrative ratio has held roughly steady near 0.89%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 973rd-largest of 2,266 plans among Virginia employers on file, and the 3,607th of 11,911 in health care & social assistance. In 2025, employees put in $5.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,642,150
Participants with balances712
Active participants1,590
Employer contributions$349,430
Employee contributions$1,753,408
Employer contribution per active participant$220
Average account balance$28,992
Benefits paid to participants$1,327,336
Plan auditUnmodified (clean) audit opinion
AuditorWALKER HEALTHCARE CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$20.6M · 712 accts · $349K emplr
2024$17.6M · 777 accts · $324K emplr
2023$17.0M · 718 accts · $282K emplr
2022$14.3M · 645 accts · $256K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$167,286
Investment management$3,681
Total administrative$170,967
The American Healthcare, LLC 401(k) match · 2025
Employer contribution per active participant$220
Median for plans this size$2,666
2025$220 per active participant
2024$204 per active participant
2023$193 per active participant
2022$176 per active participant

American Healthcare, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$19,203
EMPLOYEE BENEFITS SERVICES · Loan processing$30,991

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$170,967 · 0.89%
2024$141,525 · 0.82%
2023$119,557 · 0.76%
2022$132,515 · 0.86%
Similar plansHealth Care & Social Assistance · Virginia
Somatus Inc. VA$19.9M · 0.17%
Versability Resources, Inc. VA$18.8M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 241904577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.