Plan Ledger DOL Form 5500 · updated monthly

Foss Home and Village403(b)

FOSS HOME TAX DEFERRED ANNUITY PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Foss Home and Village reported $30,160 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,188 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 0.08% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 667th-largest of 1,714 plans among Washington employers on file, and the 3,564th of 11,911 in health care & social assistance. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 225 to 278 since 2022.

Plan summary
Net assets, end of year$20,922,622
Participants with balances438
Active participants278
Employer contributions$330,326
Employee contributions$575,877
Employer contribution per active participant$1,188
Average account balance$47,769
Benefits paid to participants$2,100,798
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 438 accts · $330K emplr
2023$19.2M · 444 accts · $337K emplr
2022$16.8M · 453 accts · $309K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,160
Total administrative$30,160
Employer contributions to the Foss Home and Village plan · 2024
Employer contribution per active participant$1,188
Median for plans this size$2,416
2024$1,188 per active participant
2023$1,547 per active participant
2022$1,374 per active participant

Foss Home and Village's 2024 employer contribution ran below the $2,416 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
VALIC RETIREMENT SERVICES CO. · Custodial (securities) · Investment advisory (participants)$29,580

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$30,160 · 0.15%
2023$18,316 · 0.10%
2022$13,737 · 0.08%
Similar plansHealth Care & Social Assistance · Washington
Sound Family Medicine WA$20.7M · 0.23%
Navos WA$20.4M · 0.17%
Olympic Sports & Spine PLLC WA$20.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910573114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.