Plan Ledger DOL Form 5500 · updated monthly

Miravida Living, Inc.401(k)

MIRAVIDA LIVING RETIREMENT PLAN · OSHKOSH, WI · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Miravida Living, Inc. reported $2,595 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,202 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 3 years on file its reported administrative ratio has held roughly steady near 0.058%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,555th of 1,936), and 7,466th of 11,911 in health care & social assistance. In 2023, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,811,266
Participants with balances291
Active participants125
Employer contributions$150,201
Employee contributions$190,707
Employer contribution per active participant$1,202
Average account balance$19,970
Benefits paid to participants$900,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 307 accts · $164K emplr
2023$5.8M · 291 accts · $150K emplr
2022$5.6M · 264 accts · $157K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,595
Total administrative$2,595
The Miravida Living, Inc. 401(k) match · 2023
Employer contribution per active participant$1,202
Median for plans this size$1,308
2024$1,440 per active participant
2023$1,202 per active participant
2022$1,373 per active participant

Miravida Living, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,595

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$3,210 · 0.06%
2023$2,595 · 0.05%
2022$3,840 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Wlcfs WI$6.0M · 0.48%
Orc Industries, Inc. WI$5.7M · 0.02%
Valley Eye Associates WI$5.6M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391032234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.