Plan Ledger DOL Form 5500 · updated monthly

Care Partners Assisted Living, LLC401(k)

CARE PARTNERS ASSISTED LIVING RETIREMENT PLAN · OSHKOSH, WI · plan year 2024

Reported admin expense ratio · 2024
0.53%

Care Partners Assisted Living, LLC reported $9,197 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. 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 0.87% to 0.53%. 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 (1,841st of 1,936), and 10,141st of 11,911 in health care & social assistance. active participation has grown from 178 to 217 since 2022.

Plan summary
Net assets, end of year$1,895,230
Participants with balances215
Active participants217
Employer contributions—
Employee contributions$323,393
Employer contribution per active participant—
Average account balance$8,815
Benefits paid to participants$262,900
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.9M · 215 accts
2023$1.6M · 171 accts
2022$1.3M · 183 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,123
Investment management$1,074
Total administrative$9,197
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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Trustee (discretionary)$9,197

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$9,197 · 0.53%
2023$6,418 · 0.44%
2022$12,992 · 0.87%
Similar plansHealth Care & Social Assistance · Wisconsin
Dotcom Therapy, Inc. WI$2.3M · 0.81%
Bedrock Healthcare LLC WI$2.0M · 0.05%
Eastcastle Place Inc. WI$2.0M · 1.54%
Healings Holdings, Inc. WI$1.9M · 0.97%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391980255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.