What are the fees in the Park Vista Senior Housing Management, LLC 401(k) plan?

For plan year 2022, Park Vista Senior Housing Management, LLC reported $3,677 in plan administrative expenses, or 1.48% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Park Vista Senior Housing Management, LLC 401(k)?

The average participant account balance was $2,795 for plan year 2022, based on 80 accounts.

Park Vista Senior Housing Management, LLC401(k)

Name: Park Vista Senior Housing Management, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

PARK VISTA SENIOR HOUSING MANAGEMENT, LLC 401(K) PLAN · CLINTON, IA · plan year 2022

Reported admin expense ratio · 2022

1.48%

Park Vista Senior Housing Management, LLC reported $3,677 in plan administrative expenses for 2022: 1.48% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Iowa (871st of 878), and 2,060th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$223,633
Participants with balances80
Active participants116
Employer contributions—
Employee contributions$115,089
Employer contribution per active participant—
Average account balance$2,795
Benefits paid to participants$123,173
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY, LLP

Administrative expenses, itemized · 2022

Professional / advisory$3,677

Total administrative$3,677

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$3,677 · 1.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270573221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.