Plan Ledger DOL Form 5500 · updated monthly

Four Winds, Inc.401(k)

FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN · KATONAH, NY · plan year 2024

Reported admin expense ratio · 2024
0.36%

Four Winds, Inc. reported $146,965 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. 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 0.38% to 0.36%. 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 1,543rd-largest of 5,648 plans among New York employers on file, and the 2,145th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$42,112,866
Participants with balances512
Active participants977
Employer contributions—
Employee contributions$2,416,197
Employer contribution per active participant—
Average account balance$82,252
Benefits paid to participants$5,109,988
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.1M · 512 accts
2023$40.4M · 516 accts
2022$37.3M · 506 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,965
Total administrative$146,965
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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$146,965
FOUR WINDS, INC. · Trusteeindirect comp
ORENDA RETIREMENT, LLC · Contract administratorindirect comp
PARK AVENUE SECURITIES · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$146,965 · 0.36%
2023$161,629 · 0.42%
2022$158,880 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · New York
Springbrook Ny, Inc. NY$44.8M · 0.23%
Rising Ground, Inc. NY$44.3M · 0.09%
The Animal Medical Center NY$41.0M · 0.01%
Liveonny NY$40.7M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 132919257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.