Plan Ledger DOL Form 5500 · updated monthly

Erigo, Inc. / Northkey Community Care401(k)

ERIGO 401(K) PLAN · FT. MITCHELL, KY · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Erigo, Inc. / Northkey Community Care reported $93,317 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,681 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 3 years on file its reported administrative ratio has held roughly steady near 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 371st-largest of 871 plans among Kentucky employers on file, and the 780th of 2,534 in administrative & support services. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 360 to 474 since 2022.

Plan summary
Net assets, end of year$14,651,754
Participants with balances437
Active participants474
Employer contributions$796,981
Employee contributions$1,386,997
Employer contribution per active participant$1,681
Average account balance$33,528
Benefits paid to participants$1,553,780
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 437 accts · $797K emplr
2023$12.1M · 400 accts · $593K emplr
2022$7.4M · 359 accts · $470K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,443
Investment management$10,874
Total administrative$93,317
The Erigo, Inc. / Northkey Community Care 401(k) match · 2024
Employer contribution per active participant$1,681
Median for plans this size$2,416
2024$1,681 per active participant
2023$1,405 per active participant
2022$1,306 per active participant

Erigo, Inc. / Northkey Community Care's 2024 employer contribution ran below the $2,416 median for plans its size. 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
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$82,443
SLAVIC MUTUAL FUND MANAGEMENT CORP · Investment management$10,874

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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

Administrative cost history3
2024$93,317 · 0.70%
2023$61,623 · 0.63%
2022$51,584 · 0.68%
Same employer
Similar plansAdministrative & Support Services · Kentucky
Orr Corporation KY$60.2M · 0.03%
Swift & Staley Inc. KY$14.4M · 0.40%
United Communications, Inc. KY$10.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452569924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.