Plan Ledger DOL Form 5500 · updated monthly

Telos Residential Treatment Center, LLC401(k)

RETIREMENT INCOME SECURITY PLAN-TELOS RTC · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Telos Residential Treatment Center, LLC reported $31,078 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,267 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 1.33% to 1.17%. 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 Utah (705th of 848), and 9,328th of 11,911 in health care & social assistance. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,904,227
Participants with balances174
Active participants138
Employer contributions$174,792
Employee contributions$383,901
Employer contribution per active participant$1,267
Average account balance$16,691
Benefits paid to participants$366,644
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 174 accts · $175K emplr
2023$2.4M · 190 accts · $157K emplr
2022$1.8M · 174 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,525
Investment management$10,040
Trustee / custodial$513
Total administrative$31,078
The Telos Residential Treatment Center, LLC 401(k) match · 2024
Employer contribution per active participant$1,267
Median for plans this size$1,313
2024$1,267 per active participant
2023$1,083 per active participant
2022$1,005 per active participant

Telos Residential Treatment Center, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$13,367
THE NORDEN GROUP · Investment advisory (participants) · Investment advisory (plan)$9,497
HEALTHEQUITY RETIREMENT SERVICES, L · Claims processing · Plan administrator$7,159
MATRIX TRUST COMPANY · Custodial (securities) · Loan processing$513

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$31,078 · 1.17%
2023$24,995 · 1.18%
2022$24,677 · 1.33%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Kids on the Move, Inc UT$3.4M · 0.64%
Ffp Management, LLC UT$3.4M · 0.88%
Blue Mountain Hospital UT$3.0M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200849476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.