Assisted Living by Hillcrest LLC401(k)
ASSISTED LIVING BY HILLCREST LLC 401(K) PROFIT SHARING PLAN AND TRUST · DE PERE, WI · plan year 2023
Assisted Living by Hillcrest LLC reported $39,589 in plan administrative expenses for 2023: 12.62% of average plan assets, higher than ~90% of peers. 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 1 year on file its reported administrative ratio rose from 1.59% to 12.62%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,925th of 1,936), and 11,494th of 11,654 in professional & technical services. active participation has shrunk from 100 to 81 since 2022.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 463981146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.