Plan Ledger DOL Form 5500 · updated monthly

Affinia Healthcare403(b)

403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Affinia Healthcare reported $88,376 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $830 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 0.01% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 475th-largest of 1,393 plans among Missouri employers on file, and the 2,900th of 11,911 in health care & social assistance. In 2024, employees put in $4.32 for every $1.00 the employer contributed; active participation has grown from 402 to 453 since 2022.

Plan summary
Net assets, end of year$28,374,930
Participants with balances444
Active participants453
Employer contributions$375,845
Employee contributions$1,624,645
Employer contribution per active participant$830
Average account balance$63,908
Benefits paid to participants$2,657,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 444 accts · $376K emplr
2023$25.9M · 438 accts · $364K emplr
2022$24.0M · 625 accts · $519K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,376
Total administrative$88,376
Employer contributions to the Affinia Healthcare plan · 2024
Employer contribution per active participant$830
Median for plans this size$2,416
2024$830 per active participant
2023$801 per active participant
2022$1,291 per active participant

Affinia Healthcare's 2024 employer contribution ran below the $2,416 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 · 20245
MUTUAL OF AMERICA LIFE INSURANCE CO · Claims processing · Recordkeeping$182
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$88,431
EDWARD JONES · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)indirect comp
WILLSHIRE ADVISORS, LLC · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$88,376 · 0.33%
2023$59,046 · 0.24%
2022$2,859 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
John Knox Village MO$33.3M · 0.52%
Hicuity Health MO$33.1M · 0.41%
Swope Health Services MO$31.5M · 0.53%
Rediscover MO$27.6M · 0.57%
Peak Sport & Spine MO$27.1M · 0.40%
Sound Health Mso LLC MO$27.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430817642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.