Plan Ledger DOL Form 5500 · updated monthly

Laurel View Village403(b)

403(B) THRIFT PLAN OF LAUREL VIEW VILLAGE · DAVIDSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Laurel View Village reported $12,326 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $749 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 0.41% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,752nd of 3,651), and 7,373rd of 11,911 in health care & social assistance. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 182 to 223 since 2022.

Plan summary
Net assets, end of year$5,957,100
Participants with balances450
Active participants223
Employer contributions$167,031
Employee contributions$461,103
Employer contribution per active participant$749
Average account balance$13,238
Benefits paid to participants$243,584
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 450 accts · $167K emplr
2023$4.8M · 418 accts · $143K emplr
2022$4.2M · 359 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,326
Total administrative$12,326
Employer contributions to the Laurel View Village plan · 2024
Employer contribution per active participant$749
Median for plans this size$1,313
2024$749 per active participant
2023$678 per active participant
2022$689 per active participant

Laurel View Village's 2024 employer contribution ran below the $1,313 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 · 20244
MUTUAL OF AMERICA LIFE INSURANCE CO · Claims processing · Recordkeepingindirect comp
EMPOWER$13,344
RETIREMENT PLAN SOLUTIONS · Contract administrator$1,974
LEAFHOUSE FINANCIAL ADVISORS$1,239

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$12,326 · 0.23%
2023$13,094 · 0.29%
2022$18,349 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Highlands Hospital PA$6.0M · 0.40%
Shared Support Inc. PA$5.9M · 0.53%
Longwood at Oakmont, Inc. PA$5.9M · 0.45%
Xanitos Inc. PA$5.9M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232299089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.