Plan Ledger DOL Form 5500 · updated monthly

Mountain Vista Health Park403(b)

MOUNTAIN VISTA HEALTH PARK PENSION AND SAVINGS 403(B) PLAN · DENTON, NC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Mountain Vista Health Park reported $1,044 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $206 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 0.10% to 0.08%. 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 North Carolina (1,852nd of 2,005), and 10,620th of 11,911 in health care & social assistance. In 2024, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,314,246
Participants with balances123
Active participants178
Employer contributions$36,641
Employee contributions$94,938
Employer contribution per active participant$206
Average account balance$10,685
Benefits paid to participants$113,438
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON, HOLLAND, WHITESELL & CO
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 123 accts · $37K emplr
2023$1.2M · 113 accts · $33K emplr
2022$1.1M · 114 accts · $45K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,044
Total administrative$1,044
Employer contributions to the Mountain Vista Health Park plan · 2024
Employer contribution per active participant$206
Median for plans this size$1,313
2024$206 per active participant
2023$195 per active participant
2022$274 per active participant

Mountain Vista Health Park's 2024 employer contribution ran below the $1,313 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Loan processing · Participant communication$768

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$1,044 · 0.08%
2023$879 · 0.08%
2022$1,218 · 0.10%
Similar plansHealth Care & Social Assistance · North Carolina
A Caring Alternative, LLC NC$1.5M · 1.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561255030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.