Plan Ledger DOL Form 5500 · updated monthly

Shriver Nursing Services, Inc.Profit-sharing plan

SHRIVER NURSING SERVICES, INC 403(B) PLAN · WESTBOROUGH, MA · plan year 2025

Reported admin expense ratio · 2025
0.49%

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

Shriver Nursing Services, Inc. reported $60,295 in plan administrative expenses for 2025: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,875 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 fell from 0.59% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,664th of 2,726), and the 4,934th of 11,911 in health care & social assistance. In 2025, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,891,003
Participants with balances223
Active participants156
Employer contributions$448,463
Employee contributions$338,687
Employer contribution per active participant$2,875
Average account balance$57,807
Benefits paid to participants$1,314,250
Plan auditUnmodified (clean) audit opinion
AuditorCARON & BELTZER, PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$12.9M · 223 accts · $448K emplr
2024$11.8M · 220 accts · $433K emplr
2023$10.6M · 224 accts · $393K emplr
2022$9.2M · 128 accts · $399K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60,295
Total administrative$60,295
Employer contributions to the Shriver Nursing Services, Inc. plan · 2025
Employer contribution per active participant$2,875
Median for plans this size$2,666
2025$2,875 per active participant
2024$3,027 per active participant
2023$2,338 per active participant
2022$2,730 per active participant

Shriver Nursing Services, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PCS RETIREMENT, LLC · Claims processing · Contract administrator$18,165
EDELMAN FINANCIAL ENGINES · Investment management$46,045

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

Recordkeeper by year3
2025PCS Retirement
2024PCS Retirement
2023PROFESSIONAL CAPITAL SERVICES, LLC

This plan has changed recordkeepers within these filings. If you left Shriver Nursing Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$60,295 · 0.49%
2024$53,558 · 0.48%
2023$50,456 · 0.51%
2022$56,352 · 0.59%
Similar plansHealth Care & Social Assistance · Massachusetts
Sherrill House, Inc MA$13.2M · 0.35%
Fallon Service, Inc. MA$13.1M · 0.19%
Dimock Community Foundation MA$13.1M · 0.51%
Welch Senior Living, LLC MA$12.3M · 0.87%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 542063425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.