Plan Ledger DOL Form 5500 · updated monthly

Hebrew Health Care, Inc.401(k)

HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN · WEST HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.95%

Hebrew Health Care, Inc. reported $39,181 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.59% to 0.95%. 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 (950th of 1,106), and 8,423rd of 11,911 in health care & social assistance. active participation has shrunk from 182 to 126 since 2022.

Plan summary
Net assets, end of year$4,186,854
Participants with balances202
Active participants126
Employer contributions—
Employee contributions$83,445
Employer contribution per active participant—
Average account balance$20,727
Benefits paid to participants$439,406
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 202 accts
2023$4.1M · 222 accts
2022$4.2M · 251 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,181
Total administrative$39,181
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 · 20246
NEW EDGE ADVISORS LLC · Investment advisory (plan)$14,280
PASI, LLC · Contract administrator$6,898
THE RETIREMENT PLAN COMPANY,LLC · Contract administrator$2,495
EMPOWER ADVISORY GROUP, LLC · Investment management$2,074
ENVESTNET RETIREMENT SOLUTIONS, LLC$817

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$39,181 · 0.95%
2023$40,398 · 0.98%
2022$26,651 · 0.59%
Similar plansHealth Care & Social Assistance · Connecticut
Bradley Home for the Aged CT$4.3M · 0.46%
The Suffield Manor CT$4.2M · 0.83%
Acord, Inc. CT$3.8M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043750515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.