Plan Ledger DOL Form 5500 · updated monthly

Granite Vna, Inc.401(k)

GRANITE VNA, INC.'S 401(K) PROFIT SHARING PLAN · CONCORD, NH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Granite Vna, Inc. reported $67,047 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,994 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 0.18% to 0.16%. 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 89th-largest of 411 plans among New Hampshire employers on file, and the 2,134th of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,379,279
Participants with balances603
Active participants411
Employer contributions$1,230,555
Employee contributions$2,558,967
Employer contribution per active participant$2,994
Average account balance$70,281
Benefits paid to participants$8,041,492
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.4M · 603 accts · $1.2M emplr
2023$40.8M · 602 accts · $1.3M emplr
2022$32.9M · 664 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,136
Investment management$11,669
Total administrative$67,047
The Granite Vna, Inc. 401(k) match · 2024
Employer contribution per active participant$2,994
Median for plans this size$2,416
2024$2,994 per active participant
2023$2,919 per active participant
2022$2,588 per active participant

Granite Vna, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
USI CONSULTING GROUP · Claims processing · Recordkeeping$23,728
OSAIC WEALTH, INC.$20,417

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$67,047 · 0.16%
2023$50,252 · 0.14%
2022$67,819 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Huggins Hospital NH$47.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020222122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.