Plan Ledger DOL Form 5500 · updated monthly

Brevillier Village Foundation,401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BREVILLIER VILLAGE FOUNDATION, INC. · ERIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Brevillier Village Foundation, reported $1,774 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $619 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 0.03% to 0.02%. 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 Pennsylvania (2,372nd of 3,651), and 5,973rd of 11,911 in health care & social assistance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 152 to 171 since 2022.

Plan summary
Net assets, end of year$9,213,078
Participants with balances142
Active participants171
Employer contributions$105,879
Employee contributions$244,232
Employer contribution per active participant$619
Average account balance$64,881
Benefits paid to participants$1,048,700
Plan auditUnmodified (clean) audit opinion
AuditorHEBERLEIN & FALK, PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 142 accts · $106K emplr
2023$8.4M · 156 accts · $114K emplr
2022$7.4M · 162 accts · $116K emplr
The Brevillier Village Foundation, 401(k) match · 2024
Employer contribution per active participant$619
Median for plans this size$1,313
2024$619 per active participant
2023$694 per active participant
2022$765 per active participant

Brevillier Village Foundation,'s 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,318

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$1,774 · 0.02%
2023$1,091 · 0.01%
2022$2,286 · 0.03%
Similar plansHealth Care & Social Assistance · Pennsylvania
Blueprints PA$9.4M · 0.39%
Saint Mary's Home of Erie PA$9.4M · 0.78%
Hcsc-Blood Center, Inc. PA$9.2M · 0.33%
White Horse Village Inc. PA$9.2M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251548657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.