Plan Ledger DOL Form 5500 · updated monthly

Bluestone Health Association, Inc.Profit-sharing plan

BLUESTONE HEALTH ASSOCIATION, INC. 403(B) PLAN · PRINCETON, WV · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Bluestone Health Association, Inc. reported $18,418 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,487 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 0.50% to 0.44%. 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 West Virginia (193rd of 265), and 8,108th of 11,911 in health care & social assistance. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 120 to 172 since 2022.

Plan summary
Net assets, end of year$4,666,477
Participants with balances123
Active participants172
Employer contributions$255,760
Employee contributions$477,332
Employer contribution per active participant$1,487
Average account balance$37,939
Benefits paid to participants$176,211
Plan auditUnmodified (clean) audit opinion
AuditorLALLY & CO. LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 123 accts · $256K emplr
2023$3.7M · 109 accts · $231K emplr
2022$2.9M · 101 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,418
Total administrative$18,418
Employer contributions to the Bluestone Health Association, Inc. plan · 2024
Employer contribution per active participant$1,487
Median for plans this size$1,313
2024$1,487 per active participant
2023$1,737 per active participant
2022$1,362 per active participant

Bluestone Health Association, Inc.'s 2024 employer contribution ran above 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 · 20243
METRO BENEFITS, INC. · Contract administratorindirect comp
BWS 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.

Administrative cost history3
2024$18,418 · 0.44%
2023$14,184 · 0.42%
2022$14,638 · 0.50%
Similar plansHealth Care & Social Assistance · West Virginia
Webster Memorial Hospital WV$4.5M · 0.12%
Wvu Dental Corporation WV$4.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310899730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.