Plan Ledger DOL Form 5500 · updated monthly

Assisted Living Services, Inc.401(k)

ASSISTED LIVING SERVICES, INC. 401(K) PLAN · CHESHIRE, CT · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Assisted Living Services, Inc. reported $18,633 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. Employer contributions averaged $614 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 has held roughly steady near 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (928th of 1,106), and 8,149th of 11,911 in health care & social assistance. In 2023, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,606,412
Participants with balances74
Active participants267
Employer contributions$163,934
Employee contributions$284,592
Employer contribution per active participant$614
Average account balance$62,249
Benefits paid to participants$201,099
Plan auditUnmodified (clean) audit opinion
AuditorVISCONTI & ASSOCIATES, PC
Plan history2
Yearassets · accounts · employer contribution
2023$4.6M · 74 accts · $164K emplr
2022$3.7M · 71 accts · $149K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,633
Total administrative$18,633
The Assisted Living Services, Inc. 401(k) match · 2023
Employer contribution per active participant$614
Median for plans this size$1,308
2023$614 per active participant
2022$529 per active participant

Assisted Living Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PENSION CONSULTANTS · Recordkeeping$1,770
CAMBRIDGE INVESTMENT RESEARCH$15,632

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

Administrative cost history2
2023$18,633 · 0.45%
2022$16,589 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
The Mary Wade Home, Inc. CT$4.8M · 0.07%
Utopia Home Care Inc. CT$4.5M · 0.02%
Liberation Programs, Inc. CT$4.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061469250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.