Plan Ledger DOL Form 5500 · updated monthly

Fv Services, Inc403(b)

FRIENDSHIP VILLAGE RETIREMENT SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Fv Services, Inc reported $83,402 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $531 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 fell from 0.53% to 0.41%. 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 555th-largest of 1,393 plans among Missouri employers on file, and the 3,403rd of 11,911 in health care & social assistance. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,342,114
Participants with balances348
Active participants994
Employer contributions$527,462
Employee contributions$1,609,953
Employer contribution per active participant$531
Average account balance$64,201
Benefits paid to participants$1,426,796
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 348 accts · $527K emplr
2023$18.7M · 348 accts · $474K emplr
2022$15.5M · 323 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,519
Audit (IQPA)$28,883
Total administrative$83,402
Employer contributions to the Fv Services, Inc plan · 2024
Employer contribution per active participant$531
Median for plans this size$2,416
2024$531 per active participant
2023$487 per active participant
2022$453 per active participant

Fv Services, Inc'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$54,511
MMA SECURITIES LLC · Investment advisory (plan)$28,884

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$83,402 · 0.41%
2023$74,149 · 0.43%
2022$91,781 · 0.53%
Similar plansHealth Care & Social Assistance · Missouri
Peak Sport & Spine MO$27.1M · 0.40%
Sound Health Mso LLC MO$27.0M · 0.07%
Bethesda Health Group, Inc. MO$25.8M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 820986068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.