Plan Ledger DOL Form 5500 · updated monthly

Living Arrangements for the Developmentally Disabled, Inc.403(b)

LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
1.08%

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

Living Arrangements for the Developmentally Disabled, Inc. reported $25,788 in plan administrative expenses for 2024: 1.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $159 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 1.08%. 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 Ohio (2,932nd of 3,295), and 9,565th of 11,911 in health care & social assistance. In 2024, employees put in $12.11 for every $1.00 the employer contributed; active participation has shrunk from 161 to 143 since 2022.

Plan summary
Net assets, end of year$2,589,945
Participants with balances152
Active participants143
Employer contributions$22,710
Employee contributions$274,965
Employer contribution per active participant$159
Average account balance$17,039
Benefits paid to participants$117,150
Plan auditDisclaimer of opinion
AuditorBARNES DENNIG & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 152 accts · $23K emplr
2023$2.2M · 167 accts
2022$1.9M · 165 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40
Investment management$16,773
Trustee / custodial$877
Total administrative$25,788
Employer contributions to the Living Arrangements for the Developmentally Disabled, Inc. plan · 2024
Employer contribution per active participant$159
Median for plans this size$1,313

Living Arrangements for the Developmentally Disabled, Inc.'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 · 20243
PENSION CORPORATION OF AMERICA · Recordkeeping · Loan processing$8,098
MCF ADVISORS, LLC · Pension consulting · Investment advisory (participants)$16,773
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$877

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,788 · 1.08%
2023$24,048 · 1.18%
2022$23,742 · 1.14%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Wesleyan Senior Living OH$2.7M · 0.10%
Compass Community Health OH$2.5M · 0.74%
Jewish Community Center OH$2.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310894923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.