Plan Ledger DOL Form 5500 · updated monthly

Aunt Martha's Health and Wellness, Inc.403(b)

AUNT MARTHA'S HEALTH AND WELLNESS, INC. 403(B) PLAN · OLYMPIA FIELDS, IL · plan year 2022

Reported admin expense ratio · 2022
0.42%

Aunt Martha's Health and Wellness, Inc. reported $3,071 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. 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 Illinois (3,528th of 3,702), and 11,134th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$738,262
Participants with balances144
Active participants733
Employer contributions—
Employee contributions$711,337
Employer contribution per active participant—
Average account balance$5,127
Benefits paid to participants$3,962
Plan auditUnmodified (clean) audit opinion
AuditorLOPEZ AND COMPANY, CPAS LTD.
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$3,071 · 0.42%
Similar plansHealth Care & Social Assistance · Illinois
Wings Program Inc IL$821K · 0.09%
Galilee Medical IL$811K · 1.62%
Bria Health Services, LLC IL$724K · 1.53%
Cedar Court Imaging LTD IL$701K · 0.48%
A-Tec Ambulance, Inc. IL$682K · 0.21%
Villa Health Care, Inc. IL$602K · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 367188150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.