Plan Ledger DOL Form 5500 · updated monthly

Holy Cross Village at Notre Dame401(k)

HOLY CROSS VILLAGE 401(K) RETIREMENT PLAN · NOTRE DAME, IN · plan year 2025

Reported admin expense ratio · 2025
1.04%

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

Holy Cross Village at Notre Dame reported $31,604 in plan administrative expenses for 2025: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,586 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 4 years on file its reported administrative ratio has held roughly steady near 1.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,319th of 1,562), and 9,210th of 11,911 in health care & social assistance. In 2025, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 97 to 148 since 2022.

Plan summary
Net assets, end of year$3,066,814
Participants with balances148
Active participants148
Employer contributions$234,764
Employee contributions$237,849
Employer contribution per active participant$1,586
Average account balance$20,722
Benefits paid to participants$800,226
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL LAWTON & CO., LLC
Plan history4
Yearassets · accounts · employer contribution
2025$3.1M · 148 accts · $235K emplr
2024$3.0M · 141 accts · $227K emplr
2023$2.5M · 140 accts · $170K emplr
2022$2.1M · 175 accts · $149K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$13,137
Investment management$16,967
Trustee / custodial$1,500
Total administrative$31,604
The Holy Cross Village at Notre Dame 401(k) match · 2025
Employer contribution per active participant$1,586
Median for plans this size$1,464
2025$1,586 per active participant
2024$1,533 per active participant
2023$1,454 per active participant
2022$1,536 per active participant

Holy Cross Village at Notre Dame's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
1ST SOURCE BANK · Recordkeeping · Consulting$31,604

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

Recordkeeper by year3
20251ST SOURCE BANK
20241ST SOURCE BANK
20231ST SOURCE BANK

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

Administrative cost history4
2025$31,604 · 1.04%
2024$29,989 · 1.09%
2023$28,275 · 1.23%
2022$24,279 · 1.08%
Similar plansHealth Care & Social Assistance · Indiana
Scan, Inc. IN$3.3M
Byron Health Center IN$3.3M · 0.94%
Hillcroft Services Inc IN$2.9M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352084623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.