Plan Ledger DOL Form 5500 · updated monthly

Swiss Village, Inc403(b)

SWISS VILLAGE, INC 403(B) PLAN · BERNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Swiss Village, Inc reported $6,696 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $884 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 rose from 0.01% to 0.09%. 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 Indiana (1,023rd of 1,562), and 6,669th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,469,493
Participants with balances127
Active participants296
Employer contributions$261,754
Employee contributions$439,124
Employer contribution per active participant$884
Average account balance$58,815
Benefits paid to participants$789,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 127 accts · $262K emplr
2023$6.7M · 122 accts · $234K emplr
2022$5.5M · 122 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,696
Total administrative$6,696
Employer contributions to the Swiss Village, Inc plan · 2024
Employer contribution per active participant$884
Median for plans this size$1,313
2024$884 per active participant
2023$793 per active participant
2022$407 per active participant

Swiss Village, Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$6,696

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$6,696 · 0.09%
2023$2,471 · 0.04%
2022$495 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Noble Inc. IN$8.0M · 0.24%
Real Services, Inc. IN$8.0M · 0.73%
Incremedical, LLC IN$7.9M · 0.29%
Prokids, Inc. IN$7.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351118472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.