Plan Ledger DOL Form 5500 · updated monthly

Dolan Memory Care401(k)

DOLAN MEMORY CARE 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.14%

Dolan Memory Care reported $165 in plan administrative expenses for 2024: 0.14% 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 Missouri (1,386th of 1,393), and 11,765th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$115,467
Participants with balances111
Active participants205
Employer contributions—
Employee contributions$123,904
Employer contribution per active participant—
Average account balance$1,040
Benefits paid to participants$9,485
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$165
Total administrative$165
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$165 · 0.14%
Similar plansHealth Care & Social Assistance · Missouri
Tj Swift House, Inc. MO$363K · 0.61%
R.G.U.S., Inc. IL$116K · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431675276 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.