Plan Ledger DOL Form 5500 · updated monthly

SH1 Hold Co, LLC401(k)

JEA SENIOR LIVING 401(K) PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
2.06%

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

SH1 Hold Co, LLC reported $100,160 in plan administrative expenses for 2024: 2.06% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 8.75% to 2.06%. 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 Washington (1,288th of 1,714), and 7,360th of 11,911 in health care & social assistance. In 2024, employees put in $41780.92 for every $1.00 the employer contributed; active participation has grown from 1,696 to 4,203 since 2022.

Plan summary
Net assets, end of year$5,979,285
Participants with balances3,405
Active participants4,203
Employer contributions$66
Employee contributions$2,757,541
Employer contribution per active participant$0
Average account balance$1,756
Benefits paid to participants$1,495,433
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 3,405 accts · $66 emplr
2023$3.8M · 1,482 accts
2022$2.2M · 1,390 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,827
Investment management$8,333
Total administrative$100,160
The SH1 Hold Co, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

SH1 Hold Co, 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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$8,333

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$100,160 · 2.06%
2023$161,629 · 5.44%
2022$141,816 · 8.75%
Similar plansHealth Care & Social Assistance · Washington
Community Youth Services WA$6.3M · 0.46%
Embassy Management LLC WA$6.1M · 0.57%
Childhaven WA$6.1M · 0.64%
Full Life Care WA$5.8M · 0.04%
Nspt Inc WA$5.7M · 0.13%
Columbia Wellness WA$5.7M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832216253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.