Plan Ledger DOL Form 5500 · updated monthly

Columbia Vantage House401(k)

COLUMBIA VANTAGE HOUSE CORPORATION 403(B) TDA PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Columbia Vantage House reported $18,746 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $286 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 0.17% to 0.46%. 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 Maryland (1,319th of 1,671), and 8,235th of 11,911 in health care & social assistance. In 2024, employees put in $4.16 for every $1.00 the employer contributed; active participation has grown from 178 to 253 since 2022.

Plan summary
Net assets, end of year$4,471,322
Participants with balances138
Active participants253
Employer contributions$72,251
Employee contributions$300,727
Employer contribution per active participant$286
Average account balance$32,401
Benefits paid to participants$113,146
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 138 accts · $72K emplr
2023$3.7M · 69 accts · $65K emplr
2022$3.1M · 55 accts · $38K emplr
Administrative expenses, itemized · 2024
Investment management$345
Total administrative$18,746
The Columbia Vantage House 401(k) match · 2024
Employer contribution per active participant$286
Median for plans this size$1,313
2024$286 per active participant
2023$321 per active participant
2022$211 per active participant

Columbia Vantage House'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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$16,282
WILSHIRE ASSOCIATES INC. · Named fiduciary$839

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$18,746 · 0.46%
2023$14,931 · 0.44%
2022$5,661 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Lower Shore Clinic, Inc. MD$4.8M · 1.23%
Coastal Hospice, Inc. MD$4.7M · 0.27%
Pathways Inc. MD$4.7M · 0.53%
Closup I, Inc. MD$4.7M · 0.75%
Thc MD$4.3M · 1.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521533715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.