Plan Ledger DOL Form 5500 · updated monthly

Greenwich Woods Rehabilitation, LLC401(k)

MB HEALTHCARE 401(K) PROFIT SHARING PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Greenwich Woods Rehabilitation, LLC reported $58,166 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $321 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 0.67%. 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 Connecticut (779th of 1,106), and 5,970th of 11,911 in health care & social assistance. In 2024, employees put in $4.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,220,000
Participants with balances379
Active participants369
Employer contributions$118,317
Employee contributions$533,545
Employer contribution per active participant$321
Average account balance$24,327
Benefits paid to participants$485,523
Plan auditUnmodified (clean) audit opinion
AuditorSTOKES, VISCA, HUCKO & BARONE, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 379 accts · $118K emplr
2023$8.2M · 358 accts · $112K emplr
2022$7.4M · 361 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,166
Total administrative$58,166
The Greenwich Woods Rehabilitation, LLC 401(k) match · 2024
Employer contribution per active participant$321
Median for plans this size$1,313
2024$321 per active participant
2023$321 per active participant
2022$428 per active participant

Greenwich Woods Rehabilitation, 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 · 20244
ROBIN S. WEINGAST & ASSOCIATES, INC · Contract administrator$37,059
LEAFHOUSE FINANCIAL ADVISORS, LLC$4,019
EMPOWER ADVISORY GROUP LLC · Investment management$1,443

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

Administrative cost history3
2024$58,166 · 0.67%
2023$42,768 · 0.55%
2022$57,056 · 0.68%
Similar plansHealth Care & Social Assistance · Connecticut
Whitney Center, Inc. CT$9.0M · 0.56%
Horizons Programs, Inc. CT$8.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472351628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.