Plan Ledger DOL Form 5500 · updated monthly

Zion Compassion Care, LLC401(k)

ZION COMPASSION CARE, LLC 401(K) PLAN · MESA, AZ · plan year 2024

Reported admin expense ratio · 2024
2.90%

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

Zion Compassion Care, LLC reported $12,065 in plan administrative expenses for 2024: 2.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,074 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,215th of 1,285), and 11,334th of 11,911 in health care & social assistance. In 2024, the employer put in $1.92 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$520,677
Participants with balances126
Active participants56
Employer contributions$116,146
Employee contributions$60,433
Employer contribution per active participant$2,074
Average account balance$4,132
Benefits paid to participants$10,584
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,582
Investment management$3,483
Total administrative$12,065
The Zion Compassion Care, LLC 401(k) match · 2024
Employer contribution per active participant$2,074
Median for plans this size$540

Zion Compassion Care, LLC's 2024 employer contribution ran above the $540 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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeepingindirect comp
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)indirect comp
WILSHIRE ASSOCIATES INC(USA) · Investment advisory (participants)indirect comp

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$12,065 · 2.90%
Similar plansHealth Care & Social Assistance · Arizona
Civitan Foundation Inc. AZ$517K · 0.48%
Axis for Autism LLC AZ$445K · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800464728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.