Plan Ledger DOL Form 5500 · updated monthly

Maplewood Senior Living, LLC401(k)

MAPLEWOOD SENIOR LIVING RETIREMENT PLAN · WESTPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Maplewood Senior Living, LLC reported $93,022 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,176 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 rose from 0.45% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (589th of 1,106), and the 4,011th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 1,217 to 1,364 since 2022.

Plan summary
Net assets, end of year$17,798,310
Participants with balances1,665
Active participants1,364
Employer contributions$1,603,729
Employee contributions$3,013,456
Employer contribution per active participant$1,176
Average account balance$10,690
Benefits paid to participants$1,286,721
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 1,665 accts · $1.6M emplr
2023$11.9M · 1,520 accts · $1.9M emplr
2022$7.5M · 1,428 accts · $912K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,132
Investment management$47,890
Total administrative$93,022
The Maplewood Senior Living, LLC 401(k) match · 2024
Employer contribution per active participant$1,176
Median for plans this size$2,416
2024$1,176 per active participant
2023$1,478 per active participant
2022$750 per active participant

Maplewood Senior Living, LLC's 2024 employer contribution ran below the $2,416 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 · 20244
ADP, INC. · Loan processing · Recordkeeping$49,194
CETERA INVESTMENT ADVISERS LLC · Recordkeeping · Trustee$35,151
ARKADIOS WEALTH ADVISORS, LLC · Recordkeeping · Trustee$8,675
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, ARKADIOS WEALTH ADVISORS, LLC, CETERA INVESTMENT ADVISERS LLC
2023ADP, CETERA ADVISOR NETWORKS LLC, CETERA INVESTMENT ADVISERS LLC

This plan has changed recordkeepers within these filings. If you left Maplewood Senior Living, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,022 · 0.63%
2023$61,141 · 0.63%
2022$29,344 · 0.45%
Similar plansHealth Care & Social Assistance · Connecticut
Intercommunity, Inc. CT$19.4M · 0.09%
Access Rehab Centers, LLC CT$18.4M · 0.47%
Abilis, Inc. CT$18.2M · 0.30%
Waveny Care Center CT$17.9M · 0.37%
Bhcare, Inc. CT$17.7M · 0.38%
Cw Resources, Inc. CT$16.4M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453357408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.