Plan Ledger DOL Form 5500 · updated monthly

Autumn Lake Healthcare LLC401(k)

HEALTHCARE 401(K) PLAN · HOWELL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Autumn Lake Healthcare LLC reported $43,824 in plan administrative expenses for 2024: 0.23% of average plan assets, below 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.

Across the 2 years on file its reported administrative ratio fell from 0.42% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,036th-largest of 2,419 plans among New Jersey employers on file, and the 3,503rd of 11,911 in health care & social assistance. active participation has grown from 5,155 to 8,601 since 2022.

Plan summary
Net assets, end of year$21,442,243
Participants with balances868
Active participants8,601
Employer contributions$0
Employee contributions$3,767,411
Employer contribution per active participant$0
Average account balance$24,703
Benefits paid to participants$1,390,159
Plan auditUnmodified (clean) audit opinion
AuditorALAN GOODMAN CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 868 accts
2023$16.9M · 585 accts
2022$9.6M · 456 accts · $7K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,824
Total administrative$43,824
The Autumn Lake Healthcare LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Autumn Lake Healthcare LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,824
CAMBRIDGE INVESTMENT RESEARCHindirect comp

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

Administrative cost history3
2024$43,824 · 0.23%
2023$33,526 · 0.25%
2022$38,868 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Care Plus Nj, Inc. NJ$22.0M · 0.37%
Pnp Pediatrics, LLC NJ$21.9M · 0.39%
Community Health Care, Inc NJ$21.2M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472007153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.