Plan Ledger DOL Form 5500 · updated monthly

Long Term Care Partners, LLC401(k)

LONG-TERM CARE PARTNERS 401(K) PLAN · PORTSMOUTH, NH · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Long Term Care Partners, LLC reported $16,091 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,512 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 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 62nd-largest of 411 plans among New Hampshire employers on file, and the 1,407th of 4,798 in finance & insurance. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,952,326
Participants with balances507
Active participants433
Employer contributions$1,953,819
Employee contributions$3,061,627
Employer contribution per active participant$4,512
Average account balance$124,166
Benefits paid to participants$5,480,625
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.0M · 507 accts · $2.0M emplr
2023$54.4M · 491 accts · $1.9M emplr
2022$43.5M · 514 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,463
Investment management$11,628
Total administrative$16,091
The Long Term Care Partners, LLC 401(k) match · 2024
Employer contribution per active participant$4,512
Median for plans this size$3,635
2024$4,512 per active participant
2023$4,531 per active participant
2022$4,098 per active participant

Long Term Care Partners, LLC's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,628
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$16,091 · 0.03%
2023$18,384 · 0.04%
2022$16,738 · 0.04%
Same employer
Similar plansFinance & Insurance · New Hampshire
Mascoma Bank NH$76.2M · 0.09%
Prime Buchholz LLC NH$70.9M · 0.01%
Bank of New Hampshire NH$50.7M · 0.10%
Northeast Credit Union NH$39.9M · 0.01%
Impax Asset Management LLC NH$29.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412029885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.