Plan Ledger DOL Form 5500 · updated monthly

Ashley Manor, LLC401(k)

ASHLEY MANOR, LLC 401(K) PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
1.25%

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

Ashley Manor, LLC reported $37,585 in plan administrative expenses for 2024: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $947 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 1.32% to 1.25%. 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 Idaho (266th of 349), and 9,070th of 11,911 in health care & social assistance. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has shrunk from 211 to 173 since 2022.

Plan summary
Net assets, end of year$3,253,876
Participants with balances121
Active participants173
Employer contributions$163,770
Employee contributions$208,251
Employer contribution per active participant$947
Average account balance$26,892
Benefits paid to participants$216,636
Plan auditUnmodified (clean) audit opinion
AuditorSORREN CPA'S P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 121 accts · $164K emplr
2023$2.8M · 210 accts · $158K emplr
2022$2.3M · 210 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,101
Investment management$22,484
Total administrative$37,585
The Ashley Manor, LLC 401(k) match · 2024
Employer contribution per active participant$947
Median for plans this size$1,313
2024$947 per active participant
2023$803 per active participant
2022$841 per active participant

Ashley Manor, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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
RAYMOND JAMES · Investment advisory (plan)$14,844
EMPOWER ADVISORY GROUP, LLC · Investment management$7,641

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$37,585 · 1.25%
2023$30,099 · 1.20%
2022$39,397 · 1.32%
Similar plansHealth Care & Social Assistance · Idaho
Idaho Youth Ranch, Inc. ID$5.4M · 1.74%
Communicare, Inc. ID$1.9M · 1.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 155671934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.