Plan Ledger DOL Form 5500 · updated monthly

Assessment Intervention Management, LLC401(k)

A.I.M. 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Assessment Intervention Management, LLC reported $4,757 in plan administrative expenses for 2022: 0.66% of average plan assets, below the peer median. Employer contributions averaged $554 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,348th of 5,688), and 11,116th of 11,911 in health care & social assistance. In 2022, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$753,723
Participants with balances50
Active participants124
Employer contributions$68,641
Employee contributions$187,438
Employer contribution per active participant$554
Average account balance$15,074
Benefits paid to participants$48,725
Plan auditUnmodified (clean) audit opinion
AuditorRIDOUT, BARRETT & CO., P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,757
Total administrative$4,757
The Assessment Intervention Management, LLC 401(k) match · 2022
Employer contribution per active participant$554
Median for plans this size$331

Assessment Intervention Management, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,757 · 0.66%
Similar plansHealth Care & Social Assistance · Texas
Vita-Living, Inc. TX$808K · 0.44%
Chg Senior Living, LLC TX$808K · 0.94%
S.P.J.S.T. Rest Home TX$727K · 1.61%
Er Senior Management, LLC TX$707K · 2.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452589218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.