# Aging Well Health Care, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aging-well-health-care-llc-401k-plan

> Aging Well Health Care, LLC's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aging Well Health Care, LLC

- **Sponsor EIN:** 710868310

- **Sponsor Address:** 7212-7216 BALSON AVE, ST. LOUIS, MO, 63130

- **Plan Type:** 401(k)

- **Total Participants:** 238

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|238|$8.0M|$268,583|$480,108|

| 2023|206|$7.0M|$257,459|$409,663|

| 2022|209|$5.4M|$224,458|$366,720|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MONETA GROUP LLC|NONE|$23,666|—|$23,666|

| EPIC RETIREMENT PLAN SERVICES|NONE|$5,071|—|$5,071|

| DSR CPA AND CONSULTANTS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [DSR CPA AND CONSULTANTS LLC](https://planprovider.pro/provider/dsr-cpa-and-consultants-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,737

- **Estimated Expense Ratio:** 0.357% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$28,737|$23,666|—|—|—|

| 2023|$24,596|$21,346|—|—|—|

| 2022|$23,664|$20,369|—|—|—|

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