Plan Ledger DOL Form 5500 · updated monthly

Team Ahr, LLC401(k)

TEAM AHR, LLC MULTIPLE EMPLOYER 401(K) PLAN · SAN DIEGO, CA · plan year 2023

Reported admin expense ratio · 2023
0.69%

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

Team Ahr, LLC reported $22,665 in plan administrative expenses for 2023: 0.69% of average plan assets, above the peer median. Employer contributions averaged $23 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 1 year on file its reported administrative ratio rose from 0.69% to 2.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,706th of 9,483), and 10,425th of 11,654 in professional & technical services. In 2023, employees put in $10.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,293,828
Participants with balances271
Active participants5,102
Employer contributions$116,496
Employee contributions$1,182,438
Employer contribution per active participant$23
Average account balance$12,154
Benefits paid to participants$106,939
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10K · 39 accts · $124K emplr
2023$3.3M · 271 accts · $116K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,665
Total administrative$22,665
The Team Ahr, LLC 401(k) match · 2023
Employer contribution per active participant$23
Median for plans this size$1,308

Team Ahr, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$19,869

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$38,953 · 2.36%
2023$22,665 · 0.69%
Similar plansProfessional & Technical Services · California
Sleep Data Holdings, LLC CA$3.3M · 0.91%
Sd&A Teleservices, Inc. CA$3.3M · 0.03%
Copper Crm, Inc. CA$3.3M · 0.33%
Tentek, Inc. CA$3.3M · 0.32%
Fronteo USA, Inc. CA$3.3M · 0.02%
Xx Artists CA$3.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871117918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.