Plan Ledger DOL Form 5500 · updated monthly

Loveland Elder Green House403(b)

LOVELAND ELDER GREEN HOUSE 403(B) RETIREMENT PLAN · LOVELAND, CO · plan year 2022

Reported admin expense ratio · 2022
5.18%

Loveland Elder Green House reported $4,135 in plan administrative expenses for 2022: 5.18% of average plan assets, higher than ~90% 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.

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 Colorado (1,450th of 1,461), and 11,801st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$81,646
Participants with balances16
Active participants167
Employer contributions—
Employee contributions$42,115
Employer contribution per active participant—
Average account balance$5,103
Benefits paid to participants$21,418
Plan auditUnmodified (clean) audit opinion
AuditorRUBIN BROWN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,135
Total administrative$4,135
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$4,135 · 5.18%
Similar plansHealth Care & Social Assistance · Colorado
Alpine Homecare, LLC CO$212K · 1.70%
Hildebrand Home Care Inc. CO$108K · 1.57%
R & R Enterprise LLC dba CO$61K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452770109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.