Plan Ledger DOL Form 5500 · updated monthly

Aunt Marthas Health and Wellness, Inc.Profit-sharing plan

AUNT MARTHA'S HEALTH AND WELLNESS 403(B) PLAN · OLYMPIA FIELDS, IL · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Aunt Marthas Health and Wellness, Inc. reported $39,122 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,119 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 1 year on file its reported administrative ratio rose from 1.04% to 1.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,071st of 3,702), and 8,477th of 11,911 in health care & social assistance. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,107,071
Participants with balances485
Active participants519
Employer contributions$580,667
Employee contributions$1,108,702
Employer contribution per active participant$1,119
Average account balance$8,468
Benefits paid to participants$621,557
Plan auditUnmodified (clean) audit opinion
AuditorLOPEZ AND COMPANY, CPAS LTD.
Plan history2
Yearassets · accounts · employer contribution
2024$4.1M · 485 accts · $581K emplr
2023$2.6M · 503 accts · $474K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,122
Total administrative$39,122
Employer contributions to the Aunt Marthas Health and Wellness, Inc. plan · 2024
Employer contribution per active participant$1,119
Median for plans this size$1,313
2024$1,119 per active participant
2023$674 per active participant

Aunt Marthas Health and Wellness, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$35,929
THE RETIREMENT ADVANTAGE, INC. · Contract administrator · Other services$3,194
CETERA ADVISORS LLC · Investment advisory (plan)indirect comp
USI ADVISORS, INC. · Investment advisory (plan)indirect comp
USI SECURITIES INC · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$39,122 · 1.17%
2023$17,297 · 1.04%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Cardiac Imaging, Inc. IL$4.3M · 0.66%
Little Friends, Inc. IL$4.2M · 1.11%
Community Link, Inc. IL$4.2M · 0.17%
Friendship Manor Inc. IL$4.0M · 0.01%
Sunset Home IL$3.9M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237188150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.