Plan Ledger DOL Form 5500 · updated monthly

Haven Home Health401(k)

HAVEN 401(K) PLAN · OZARK, MO · plan year 2022

Reported admin expense ratio · 2022
2.28%

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

Haven Home Health reported $14,762 in plan administrative expenses for 2022: 2.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,394 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 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,350th of 1,393), and 11,195th of 11,911 in health care & social assistance. In 2022, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$668,318
Participants with balances58
Active participants62
Employer contributions$86,405
Employee contributions$163,758
Employer contribution per active participant$1,394
Average account balance$11,523
Benefits paid to participants$74,816
Plan auditUnmodified (clean) audit opinion
AuditorELLIOTT, ROBINSON & COMPANY, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,820
Investment management$11,942
Total administrative$14,762
The Haven Home Health 401(k) match · 2022
Employer contribution per active participant$1,394
Median for plans this size$331

Haven Home Health's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,762 · 2.28%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Garden View Care Center MO$843K · 1.20%
Accolade Healthcare, LLC MO$556K · 1.72%
Tj Swift House, Inc. MO$363K · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 453612130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.