Plan Ledger DOL Form 5500 · updated monthly

Azura Living LLC401(k)

AZURA LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Azura Living LLC reported $11,534 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $665 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 rose from 0.41% to 0.52%. 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 Wisconsin (1,800th of 1,936), and 9,588th of 11,911 in health care & social assistance. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 202 to 230 since 2022.

Plan summary
Net assets, end of year$2,556,909
Participants with balances181
Active participants230
Employer contributions$153,059
Employee contributions$424,034
Employer contribution per active participant$665
Average account balance$14,127
Benefits paid to participants$157,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 181 accts · $153K emplr
2023$1.9M · 149 accts · $140K emplr
2022$1.4M · 221 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,078
Investment management$1,596
Trustee / custodial$860
Total administrative$11,534
The Azura Living LLC 401(k) match · 2024
Employer contribution per active participant$665
Median for plans this size$1,313
2024$665 per active participant
2023$709 per active participant
2022$559 per active participant

Azura Living LLC'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 · 20241
PAYCHEX, INC. · Recordkeeping$10,845

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,534 · 0.52%
2023$7,377 · 0.45%
2022$5,455 · 0.41%
Similar plansHealth Care & Social Assistance · Wisconsin
Nursing Homes, Inc. WI$2.6M · 0.07%
Dotcom Therapy, Inc. WI$2.3M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261502924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.