Plan Ledger DOL Form 5500 · updated monthly

Anna Maria of Aurora, Inc.401(k)

ANNA MARIA OF AURORA, INC. 401(K) PLAN · AURORA, OH · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Anna Maria of Aurora, Inc. reported $24,672 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $151 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 0.56% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,826th of 3,295), and 9,133rd of 11,911 in health care & social assistance. In 2024, employees put in $7.93 for every $1.00 the employer contributed; active participation has grown from 273 to 333 since 2022.

Plan summary
Net assets, end of year$3,168,909
Participants with balances115
Active participants333
Employer contributions$50,296
Employee contributions$398,924
Employer contribution per active participant$151
Average account balance$27,556
Benefits paid to participants$266,034
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 115 accts · $50K emplr
2023$2.6M · 116 accts · $47K emplr
2022$2.1M · 121 accts · $42K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,672
Total administrative$24,672
The Anna Maria of Aurora, Inc. 401(k) match · 2024
Employer contribution per active participant$151
Median for plans this size$1,313
2024$151 per active participant
2023$143 per active participant
2022$153 per active participant

Anna Maria of Aurora, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$11,659
FARMERS TRUST CO DBA NATIONAL ASSOC · Contract administrator$2,200
EMPOWER ADVISORY GROUP · Investment management$200

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

Administrative cost history3
2024$24,672 · 0.85%
2023$9,272 · 0.39%
2022$11,998 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Care Alliance OH$3.3M · 0.88%
Lbk Health Care, Inc. OH$3.2M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340965631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.