Plan Ledger DOL Form 5500 · updated monthly

Attentive Heath, LLC dba Excelcare Health Management, LLC401(k)

ATTENTIVE HEALTH 401(K) PLAN · LAKEWOOD, NJ · plan year 2022

Reported admin expense ratio · 2022
0.98%

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

Attentive Heath, LLC dba Excelcare Health Management, LLC reported $7,572 in plan administrative expenses for 2022: 0.98% of average plan assets, above the peer median. Employer contributions averaged $0 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 New Jersey (2,255th of 2,419), and 11,097th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$769,705
Participants with balances58
Active participants442
Employer contributions$0
Employee contributions$156,745
Employer contribution per active participant$0
Average account balance$13,271
Benefits paid to participants$59,345
Plan auditUnmodified (clean) audit opinion
AuditorGGM ASSOCIATES INC
Administrative expenses, itemized · 2022
Investment management$7,572
Total administrative$7,572
The Attentive Heath, LLC dba Excelcare Health Management, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Attentive Heath, LLC dba Excelcare Health Management, LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,572 · 0.98%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Aculabs, Inc. NJ$1.1M · 0.35%
Aventura Health Group LLC NJ$712K · 1.54%
Mvrk I, LLC NJ$648K · 3.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 834718528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.