Plan Ledger DOL Form 5500 · updated monthly

Assurance Health System, LLC401(k)

ASSURANCE HEALTH SYSTEM 401(K) PLAN · INDIANAPOLIS, IN · plan year 2022

Reported admin expense ratio · 2022
2.03%

Assurance Health System, LLC reported $14,889 in plan administrative expenses for 2022: 2.03% of average plan assets, higher than ~75% 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.

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 Indiana (1,514th of 1,562), and 11,225th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$647,424
Participants with balances49
Active participants368
Employer contributions—
Employee contributions$200,994
Employer contribution per active participant—
Average account balance$13,213
Benefits paid to participants$218,013
Plan auditUnmodified (clean) audit opinion
AuditorKATZ, SAPPER & MILLER LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,266
Professional / advisory$2,623
Total administrative$14,889
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$14,889 · 2.03%
Similar plansHealth Care & Social Assistance · Indiana
New Horizons Rehabilitation, Inc. IN$716K · 1.80%
Elders Journey IN$699K · 0.54%
Ambulance Management Services LTD IN$691K · 3.11%
Sunset Harbor Inc. IN$647K · 0.97%
Assured Nursing, Inc. IN$646K · 0.96%
Community Ltc Inc. IN$606K · 0.37%
Careage of Logansport, Inc. IN$540K · 1.14%
Paladin, Inc. IN$499K · 3.88%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 463598233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.