Plan Ledger DOL Form 5500 · updated monthly

Eventide Lutheran Home401(k)

EVENTIDE 401(K) PLAN AND TRUST · DENISON, IA · plan year 2022

Reported admin expense ratio · 2022
1.09%

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

Eventide Lutheran Home reported $20,486 in plan administrative expenses for 2022: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,056 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (820th of 878), and 10,292nd of 11,911 in health care & social assistance. In 2022, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,708,116
Participants with balances65
Active participants104
Employer contributions$109,799
Employee contributions$124,269
Employer contribution per active participant$1,056
Average account balance$26,279
Benefits paid to participants$106,980
Plan auditUnmodified (clean) audit opinion
AuditorRYUN, GIVENS & COMPANY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,486
Total administrative$20,486
The Eventide Lutheran Home 401(k) match · 2022
Employer contribution per active participant$1,056
Median for plans this size$1,114

Eventide Lutheran Home's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,486 · 1.09%
Similar plansHealth Care & Social Assistance · Iowa
Lexington Square, LLC IA$1.3M · 1.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 420866122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.