Plan Ledger DOL Form 5500 · updated monthly

Autumn Health, Inc. dba Interim401(k)

AUTUMN HEALTH, INC. RETIREMENT SAVINGS PLAN · GAITHERSBURG, MD · plan year 2022

Reported admin expense ratio · 2022
0.67%

Autumn Health, Inc. dba Interim reported $2,722 in plan administrative expenses for 2022: 0.67% 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 Maryland (1,637th of 1,671), and 11,457th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$404,002
Participants with balances54
Active participants246
Employer contributions—
Employee contributions$106,817
Employer contribution per active participant—
Average account balance$7,482
Benefits paid to participants$17,009
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN ROSENBERG & FREEDMAN CPA
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$2,722 · 0.67%
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Source: U.S. Department of Labor, Form 5500 series, EIN 472498461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.