Plan Ledger DOL Form 5500 · updated monthly

Arbor Rehabilitation and Healthcare Services, Inc.401(k)

ARBOR REHABILITATION 401(K) RETIREMENT PLAN · GATES MILLS, OH · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Arbor Rehabilitation and Healthcare Services, Inc. reported $41,200 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $36 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 3 years on file its reported administrative ratio has held roughly steady near 1.20%. 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 (2,787th of 3,295), and 8,943rd of 11,911 in health care & social assistance. In 2024, employees put in $67.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,436,077
Participants with balances173
Active participants117
Employer contributions$4,262
Employee contributions$286,318
Employer contribution per active participant$36
Average account balance$19,862
Benefits paid to participants$897,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 173 accts · $4K emplr
2023$3.4M · 194 accts · $29K emplr
2022$3.0M · 196 accts · $23K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,355
Investment management$16,730
Total administrative$41,200
The Arbor Rehabilitation and Healthcare Services, Inc. 401(k) match · 2024
Employer contribution per active participant$36
Median for plans this size$1,313
2024$36 per active participant
2023$226 per active participant
2022$186 per active participant

Arbor Rehabilitation and Healthcare Services, 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 · 20242
ASCENSUS · Recordkeeping$20,131
OAKMONT CAPITAL MGMT · Investment advisory (participants) · Investment advisory (plan)$16,730

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$41,200 · 1.20%
2023$34,148 · 1.07%
2022$39,207 · 1.26%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Community Health Alliance OH$3.6M · 0.51%
Elmwood of Fremont, LTD. OH$3.4M · 0.09%
The Kemper Company OH$3.4M · 0.79%
Care Alliance OH$3.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203207534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.