Plan Ledger DOL Form 5500 · updated monthly

Apple Health Care, Inc.401(k)

APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS · AVON, CT · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Apple Health Care, Inc. reported $120,818 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $415 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 0.09% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 213th-largest of 1,106 plans among Connecticut employers on file, and the 1,222nd of 11,911 in health care & social assistance. In 2024, employees put in $6.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$86,422,927
Participants with balances4,153
Active participants2,798
Employer contributions$1,161,072
Employee contributions$7,357,588
Employer contribution per active participant$415
Average account balance$20,810
Benefits paid to participants$10,642,177
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$86.4M · 4,153 accts · $1.2M emplr
2023$77.2M · 4,127 accts · $2.4M emplr
2022$63.8M · 3,726 accts · $846K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,750
Investment management$10,368
Total administrative$120,818
The Apple Health Care, Inc. 401(k) match · 2024
Employer contribution per active participant$415
Median for plans this size$3,635
2024$415 per active participant
2023$878 per active participant
2022$320 per active participant

Apple Health Care, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
CLIFTON LARSON ALLEN LLP$10,069
LPL FINANCIAL CORPORATIONindirect comp

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$120,818 · 0.15%
2023$101,059 · 0.14%
2022$65,022 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Hospital for Special Care CT$118.3M · 0.12%
Carecentrix, Inc. CT$112.2M · 0.08%
Griffin Hospital CT$85.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061174705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.