Plan Ledger DOL Form 5500 · updated monthly

Shelter House, Inc.401(k)

SHELTER HOUSE, INC. 401(K) PLAN · FAIRFAX, VA · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Shelter House, Inc. reported $13,113 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $835 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,091st of 2,266), and 10,113th of 11,911 in health care & social assistance. In 2022, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,930,564
Participants with balances66
Active participants121
Employer contributions$100,992
Employee contributions$249,972
Employer contribution per active participant$835
Average account balance$29,251
Benefits paid to participants$477,095
Plan auditUnmodified (clean) audit opinion
AuditorBD & COMPANY, INC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,126
Investment management$9,987
Total administrative$13,113
The Shelter House, Inc. 401(k) match · 2022
Employer contribution per active participant$835
Median for plans this size$1,114

Shelter House, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,113 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Velocity Urgent Care, LLC VA$2.0M · 0.67%
Jackson-Feild Homes, Inc. VA$2.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521217106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.