Plan Ledger DOL Form 5500 · updated monthly

Rose-Mary, the Johanna Grasselli Rehabilitation & Education Center,Inc401(k)

ROSE-MARY 401(K) PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Rose-Mary, the Johanna Grasselli Rehabilitation & Education Center,Inc reported $11,368 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $2,370 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.

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 Ohio (3,095th of 3,295), and 10,508th of 11,911 in health care & social assistance. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,448,688
Participants with balances155
Active participants135
Employer contributions$320,007
Employee contributions$296,741
Employer contribution per active participant$2,370
Average account balance$9,346
Benefits paid to participants$138,266
Plan auditUnmodified (clean) audit opinion
AuditorMALONEY + NOVOTNY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,166
Investment management$4,202
Total administrative$11,368
The Rose-Mary, the Johanna Grasselli Rehabilitation & Education Center,Inc 401(k) match · 2024
Employer contribution per active participant$2,370
Median for plans this size$1,313

Rose-Mary, the Johanna Grasselli Rehabilitation & Education Center,Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$4,202

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

Administrative cost history1
2024$11,368 · 0.78%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Zandex, Inc. OH$1.5M
Frontline National LLC OH$1.4M · 2.10%
Balanced Family Academy OH$1.3M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341267579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.