Plan Ledger DOL Form 5500 · updated monthly

Aware Recovery Care, Inc.401(k)

AWARE RECOVERY CARE 401(K) SAVINGS PLAN · WALLINGFORD, CT · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Aware Recovery Care, Inc. reported $35,337 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. 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.

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 Connecticut (987th of 1,106), and 9,258th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,004,876
Participants with balances280
Active participants428
Employer contributions$0
Employee contributions$896,369
Employer contribution per active participant$0
Average account balance$10,732
Benefits paid to participants$746,188
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,998
Investment management$1,289
Total administrative$35,337
The Aware Recovery Care, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Aware Recovery Care, Inc.'s 2024 employer contribution ran below the $1,313 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
SAX WEALTH ADVISORS, LLCindirect comp

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

Administrative cost history1
2024$35,337 · 1.18%
All plans at this employer2
AWARE RECOVERY CARE 401K PLAN401(k)
AWARE RECOVERY CARE 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Pomperaug Woods, Inc. CT$3.2M · 1.01%
Youth Continuum, Inc. CT$3.2M · 0.00%
Journey Found Inc. CT$2.8M · 1.08%
Ices, Inc. CT$2.7M · 3.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452829077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.