Plan Ledger DOL Form 5500 · updated monthly

Buena Vida Adhc401(k)

BUENA VIDA ADHC 401(K) PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.45%

Buena Vida Adhc reported $2,283 in plan administrative expenses for 2024: 0.45% of average plan assets, lower than ~75% of peers. 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (844th of 871), and 11,191st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$674,671
Participants with balances1,012
Active participants791
Employer contributions—
Employee contributions$316,237
Employer contribution per active participant—
Average account balance$667
Benefits paid to participants$36,818
Plan auditUnmodified (clean) audit opinion
AuditorW. ALLEN PREIST CPA PLLC
Administrative expenses, itemized · 2024
Investment management$2,283
Total administrative$2,283
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.

Administrative cost history1
2024$2,283 · 0.45%
Similar plansHealth Care & Social Assistance · Kentucky
The Healing Place KY$833K · 0.70%
Foothills Academy, Inc. KY$818K · 0.57%
Bourbon Heights, Inc. KY$735K · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834582522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.