Plan Ledger DOL Form 5500 · updated monthly

HC269, LLC401(k)

HC269, LLC 401(K) PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
1.32%

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

HC269, LLC reported $26,744 in plan administrative expenses for 2022: 1.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $248 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (791st of 871), and 10,311th of 11,911 in health care & social assistance. In 2022, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,687,636
Participants with balances98
Active participants162
Employer contributions$40,176
Employee contributions$51,981
Employer contribution per active participant$248
Average account balance$17,221
Benefits paid to participants$394,639
Plan auditUnmodified (clean) audit opinion
AuditorMCM CPAS & ADVISORS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,298
Investment management$6,952
Professional / advisory$6,494
Total administrative$26,744
The HC269, LLC 401(k) match · 2022
Employer contribution per active participant$248
Median for plans this size$1,114

HC269, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$26,744 · 1.32%
Similar plansHealth Care & Social Assistance · Kentucky
Carering Health, LLC KY$2.3M · 0.60%
Carering Health, LLC KY$2.3M · 0.60%
Pensacola Health Partners KY$2.2M · 1.19%
Isaiah House, Inc. KY$2.0M · 1.22%
Arcadia Communities LLC KY$1.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861999153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.