Plan Ledger DOL Form 5500 · updated monthly

Broad River Rehabilitation, LLC401(k)

BROAD RIVER REHABILITATION 401(K) PLAN · ARDEN, NC · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Broad River Rehabilitation, LLC reported $14,341 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10 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 0.31% to 0.12%. 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 946th-largest of 2,005 plans among North Carolina employers on file, and the 4,801st of 11,911 in health care & social assistance. In 2024, employees put in $152.75 for every $1.00 the employer contributed; active participation has grown from 931 to 1,844 since 2022.

Plan summary
Net assets, end of year$13,482,287
Participants with balances963
Active participants1,844
Employer contributions$17,614
Employee contributions$2,690,538
Employer contribution per active participant$10
Average account balance$14,000
Benefits paid to participants$816,167
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 963 accts · $18K emplr
2023$9.8M · 973 accts
2022$6.1M · 817 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,341
Total administrative$14,341
The Broad River Rehabilitation, LLC 401(k) match · 2024
Employer contribution per active participant$10
Median for plans this size$2,416

Broad River Rehabilitation, 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$14,341

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$14,341 · 0.12%
2023$10,853 · 0.14%
2022$17,308 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Ashe Memorial Hospital NC$13.8M · 0.62%
Southminster, Inc. NC$13.3M · 0.69%
Rural Health Group, Inc. NC$13.1M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471782617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.