Plan Ledger DOL Form 5500 · updated monthly

Glen Una Senior Housing Manage401(k)

GLEN UNA SENIOR HOUSING MANAGE 401(K) PROFIT SHARING PLAN & TRUST · PRESCOTT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Glen Una Senior Housing Manage reported $357 in plan administrative expenses for 2024: 0.56% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Arizona (1,274th of 1,285), and 2,493rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$64,249
Participants with balances127
Active participants101
Employer contributions$0
Employee contributions$50,739
Employer contribution per active participant$0
Average account balance$506
Benefits paid to participants$176
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$214
Investment management$143
Total administrative$357
The Glen Una Senior Housing Manage 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Glen Una Senior Housing Manage's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$357 · 0.56%
Similar plansAdministrative & Support Services · Arizona
Edge Building Services AZ$165K · 1.06%
Aegis Protective Service NJ$73K · 6.18%
7SECURE LLC. NY$72K · 0.11%
Cu Servicemaster, LLC IL$71K · 12.21%
Venio, LLC dba Keane PA$69K · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832223179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.