Plan Ledger DOL Form 5500 · updated monthly

Sterling Village, LLC401(k)

STERLING VILLAGE, LLC 401(K) PLAN · STERLING, MA · plan year 2022

Reported admin expense ratio · 2022
0.45%

Sterling Village, LLC reported $2,594 in plan administrative expenses for 2022: 0.45% of average plan assets, below 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 health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,691st of 2,726), and 11,453rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$406,996
Participants with balances31
Active participants96
Employer contributions—
Employee contributions$1,820
Employer contribution per active participant—
Average account balance$13,129
Benefits paid to participants$262,512
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,194
Total administrative$2,594
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$2,594 · 0.45%
Similar plansHealth Care & Social Assistance · Massachusetts
Kids & Company MA$454K · 0.84%
Right at Home MA$288K · 2.18%
Northeast Healthcare MA$144K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271067755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.