Plan Ledger DOL Form 5500 · updated monthly

Aventura Health Group LLCProfit-sharing plan

AVENTURA HEALTH GROUP LLC 401(K) PLAN · LAKEWOOD, NJ · plan year 2022

Reported admin expense ratio · 2022
1.54%

Aventura Health Group LLC reported $8,339 in plan administrative expenses for 2022: 1.54% of average plan assets, above 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.

Across the 1 year on file its reported administrative ratio fell from 2.51% to 1.54%. 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 (2,261st of 2,419), and 11,156th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$712,014
Participants with balances97
Active participants2,249
Employer contributions—
Employee contributions$151,239
Employer contribution per active participant—
Average account balance$7,340
Benefits paid to participants$52,134
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2022$712K · 97 accts
2021$374K · 46 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,340
Investment management$5,999
Total administrative$8,339
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 history2
2022$8,339 · 1.54%
2021$9,170 · 2.51%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Mvrk I, LLC NJ$648K · 3.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832783957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.