Plan Ledger DOL Form 5500 · updated monthly

Buena Vista Recovery, LLC401(k)

BUENA VISTA HEALTH & RECOVERY CENTERS 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
6.62%

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

Buena Vista Recovery, LLC reported $88,936 in plan administrative expenses for 2024: 6.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $442 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 0.77% to 6.62%. 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 Arizona (1,101st of 1,285), and 10,404th of 11,911 in health care & social assistance. In 2024, employees put in $7.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,574,408
Participants with balances266
Active participants218
Employer contributions$96,378
Employee contributions$677,540
Employer contribution per active participant$442
Average account balance$5,919
Benefits paid to participants$450,226
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 266 accts · $96K emplr
2023$1.1M · 342 accts · $92K emplr
2022$397K · 223 accts · $57K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,120
Investment management$24
Total administrative$88,936
The Buena Vista Recovery, LLC 401(k) match · 2024
Employer contribution per active participant$442
Median for plans this size$1,313
2024$442 per active participant
2023$427 per active participant
2022$247 per active participant

Buena Vista Recovery, LLC'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 · 20243
BH VENTURES OF ARIZONA, LLC$24
CURAFIN ADVISORS, LLCindirect comp
MATTHEWS, GOLD, KENNEDY, & SNOW INC · Other servicesindirect comp

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

Administrative cost history3
2024$88,936 · 6.62%
2023$30,530 · 4.05%
2022$3,053 · 0.77%
Similar plansHealth Care & Social Assistance · Arizona
H.O.P.E. Group. LLC AZ$1.7M · 0.63%
Team 4 Kids, LLC AZ$1.5M · 0.82%
Creative Care, Inc. AZ$1.2M · 1.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 844623244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.