Plan Ledger DOL Form 5500 · updated monthly

Chateau Retirement Communities LLC401(k)

CHATEAU RETIREMENT COMMUNITIES LLC 401(K) PLAN · WOODINVILLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Chateau Retirement Communities LLC reported $57,177 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $634 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 0.53% to 0.80%. 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 Washington (1,190th of 1,714), and 6,598th of 11,911 in health care & social assistance. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,665,884
Participants with balances186
Active participants289
Employer contributions$183,099
Employee contributions$444,862
Employer contribution per active participant$634
Average account balance$41,214
Benefits paid to participants$368,137
Plan auditUnmodified (clean) audit opinion
AuditorHAGEN KURTH PERMAN CPA
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 186 accts · $183K emplr
2023$6.6M · 248 accts · $192K emplr
2022$5.3M · 248 accts · $192K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,160
Investment management$29,017
Total administrative$57,177
The Chateau Retirement Communities LLC 401(k) match · 2024
Employer contribution per active participant$634
Median for plans this size$1,313
2024$634 per active participant
2023$726 per active participant
2022$729 per active participant

Chateau Retirement Communities 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 · 20242
ASCENSUS LLC · Recordkeeping$29,235
USI ADVISORS · Investment advisory (plan)$29,017

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$57,177 · 0.80%
2023$46,573 · 0.78%
2022$29,981 · 0.53%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Atlas Dental Group LLC WA$8.5M · 0.42%
Ro Health, Inc. WA$7.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911792534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.