Plan Ledger DOL Form 5500 · updated monthly

Estelle Peabody Memorial Home, Inc.403(b)

PEABODY RETIREMENT COMMUNITY RETIREMENT SAVINGS PL · N. MANCHESTER, IN · plan year 2024

Reported admin expense ratio · 2024
0.01%

Estelle Peabody Memorial Home, Inc. reported $150 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.007% to 0.007%. 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 Indiana (1,371st of 1,562), and 9,744th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,364,699
Participants with balances254
Active participants241
Employer contributions—
Employee contributions$84,171
Employer contribution per active participant—
Average account balance$9,310
Benefits paid to participants$239,921
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 254 accts
2023$2.2M · 259 accts
2022$2.0M · 274 accts
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.

Administrative cost history3
2024$150 · 0.01%
2023$125 · 0.01%
2022$155 · 0.01%
Similar plansHealth Care & Social Assistance · Indiana
Synergy HR LLC IN$2.3M · 1.77%
Good Samaritan Home, Inc. IN$2.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350883511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.