Plan Ledger DOL Form 5500 · updated monthly

Ralph Scott Lifeservices, Inc.401(k)

RALPH SCOTT LIFESERVICES, INC. 401(K) PROFIT SHARING PLAN · BURLINGTON, NC · plan year 2022

Reported admin expense ratio · 2022
1.16%

Ralph Scott Lifeservices, Inc. reported $9,368 in plan administrative expenses for 2022: 1.16% of average plan assets, above the peer median. 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 North Carolina (1,918th of 2,005), and 11,176th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$686,972
Participants with balances39
Active participants117
Employer contributions—
Employee contributions$64,439
Employer contribution per active participant—
Average account balance$17,615
Benefits paid to participants$142,903
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON HOLLAND & WHITESELL, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,368
Total administrative$9,368
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$9,368 · 1.16%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Creative Schools, Inc. NC$825K · 1.19%
Sunrise Home Care Inc NC$382K · 1.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560994323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.