Plan Ledger DOL Form 5500 · updated monthly

Embassy Healthcare Management, Inc.401(k)

EMBASSY HEALTHCARE MANAGEMENT, INC. SAVINGS & INVESTMENT PLAN · BEACHWOOD, OH · plan year 2024

Reported admin expense ratio · 2024
1.43%

Embassy Healthcare Management, Inc. reported $82,588 in plan administrative expenses for 2024: 1.43% of average plan assets, higher than ~90% 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.

Across the 2 years on file its reported administrative ratio rose from 0.72% to 1.43%. 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 Ohio (2,326th of 3,295), and 6,949th of 11,911 in health care & social assistance. active participation has grown from 389 to 2,981 since 2022.

Plan summary
Net assets, end of year$6,835,608
Participants with balances1,717
Active participants2,981
Employer contributions—
Employee contributions$1,008,274
Employer contribution per active participant—
Average account balance$3,981
Benefits paid to participants$781,020
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 1,717 accts
2023$4.7M · 1,805 accts
2022$3.5M · 1,931 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,246
Investment management$20,342
Total administrative$82,588
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
JOHN HANCOCK USA · Recordkeeping · Investment management$8,745

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$82,588 · 1.43%
2023$54,340 · 1.33%
2022$25,088 · 0.72%
Similar plansHealth Care & Social Assistance · Ohio
Alta Care Group, Inc. OH$6.5M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 461578102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.