Plan Ledger DOL Form 5500 · updated monthly

Arion Care Solutions, LLC401(k)

ARION CARE SOLUTIONS 401(K) RETIREMENT PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

Arion Care Solutions, LLC reported $52,635 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1 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 fell from 2.47% to 1.39%. 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 Arizona (866th of 1,285), and 8,180th of 11,911 in health care & social assistance. In 2024, employees put in $578.85 for every $1.00 the employer contributed; active participation has grown from 2,195 to 3,574 since 2022.

Plan summary
Net assets, end of year$4,568,543
Participants with balances378
Active participants3,574
Employer contributions$2,278
Employee contributions$1,318,609
Employer contribution per active participant$1
Average account balance$12,086
Benefits paid to participants$224,700
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 378 accts · $2K emplr
2023$3.0M · 243 accts
2022$1.7M · 197 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,635
Total administrative$52,635
The Arion Care Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$1,313

Arion Care Solutions, LLC'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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$52,634

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$52,635 · 1.39%
2023$35,665 · 1.51%
2022$36,591 · 2.47%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
ABILITY360 AZ$4.2M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320029922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.