Plan Ledger DOL Form 5500 · updated monthly

Oak Park Nursing and Rehab Center, LLC401(k)

ALTERNATIVE CONTINUUM OF CARE, LLC 401(K) PROFIT SHARING PLAN · COTTAGE GROVE, WI · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Oak Park Nursing and Rehab Center, LLC reported $34,201 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $391 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 0.84% to 0.62%. 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 Wisconsin (1,547th of 1,936), and 7,404th of 11,911 in health care & social assistance. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 314 to 540 since 2022.

Plan summary
Net assets, end of year$5,916,374
Participants with balances169
Active participants540
Employer contributions$211,284
Employee contributions$582,196
Employer contribution per active participant$391
Average account balance$35,008
Benefits paid to participants$579,294
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 169 accts · $211K emplr
2023$5.0M · 162 accts · $202K emplr
2022$4.1M · 126 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,201
Total administrative$34,201
The Oak Park Nursing and Rehab Center, LLC 401(k) match · 2024
Employer contribution per active participant$391
Median for plans this size$1,313
2024$391 per active participant
2023$406 per active participant
2022$504 per active participant

Oak Park Nursing and Rehab Center, LLC'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 · 20245
GOLDSTEIN ADVISORS LLC · Investment advisory (plan)$13,982
MAP RETIREMENT USA LLC · Contract administrator$4,370
EMPOWER ADVISORY GROUP, LLC · Investment management$584
RETIREMENT PLAN ALLIANCE · Contract administratorindirect 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$34,201 · 0.62%
2023$36,211 · 0.79%
2022$37,571 · 0.84%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Wlcfs WI$6.0M · 0.48%
Miravida Living, Inc. WI$5.8M · 0.05%
Orc Industries, Inc. WI$5.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205281787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.