Plan Ledger DOL Form 5500 · updated monthly

Total Longterm Care Solutions, LLC401(k)

INNOVAGE 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Total Longterm Care Solutions, LLC reported $237,532 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,223 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 rose from 0.20% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 145th-largest of 1,461 plans among Colorado employers on file, and the 1,201st of 11,911 in health care & social assistance. In 2024, employees put in $4.39 for every $1.00 the employer contributed; active participation has grown from 2,062 to 2,483 since 2022.

Plan summary
Net assets, end of year$88,481,997
Participants with balances2,814
Active participants2,483
Employer contributions$3,036,365
Employee contributions$13,336,341
Employer contribution per active participant$1,223
Average account balance$31,443
Benefits paid to participants$10,345,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.5M · 2,814 accts · $3.0M emplr
2023$69.5M · 2,552 accts · $2.5M emplr
2022$55.3M · 2,415 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$171,200
Investment management$66,332
Total administrative$237,532
The Total Longterm Care Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1,223
Median for plans this size$3,635
2024$1,223 per active participant
2023$1,121 per active participant
2022$1,113 per active participant

Total Longterm Care Solutions, LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$171,200
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$66,332

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$237,532 · 0.30%
2023$136,238 · 0.22%
2022$113,784 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Vail Health Hospital CO$189.8M · 0.09%
Craig Hospital CO$161.6M · 0.18%
Modivcare Solutions, LLC CO$86.8M · 0.33%
Eating Recovery Center LLC CO$85.8M · 0.32%
Healthpeak Properties, Inc. CO$81.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371547964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.