Plan Ledger DOL Form 5500 · updated monthly

Parker Personal Care Homes, Inc.401(k)

PARKER PERSONAL CARE HOMES, INC. RETIREMENT PLAN · LAKEWOOD, CO · plan year 2023

Reported admin expense ratio · 2023
1.28%

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

Parker Personal Care Homes, Inc. reported $36,990 in plan administrative expenses for 2023: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,144 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 1.77% to 1.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,181st of 1,461), and 9,112th of 11,911 in health care & social assistance. In 2023, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,195,115
Participants with balances160
Active participants128
Employer contributions$146,373
Employee contributions$337,478
Employer contribution per active participant$1,144
Average account balance$19,969
Benefits paid to participants$276,896
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 150 accts · $141K emplr
2023$3.2M · 160 accts · $146K emplr
2022$2.6M · 170 accts · $128K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,445
Investment management$13,545
Total administrative$36,990
The Parker Personal Care Homes, Inc. 401(k) match · 2023
Employer contribution per active participant$1,144
Median for plans this size$1,308
2024$560 per active participant
2023$1,144 per active participant
2022$964 per active participant

Parker Personal Care Homes, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$23,445
LPL FINANCIAL · Recordkeeping · Trustee$13,544

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$32,185 · 1.02%
2023$36,990 · 1.28%
2022$48,812 · 1.77%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Denver Children's Home CO$2.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841582091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.