Plan Ledger DOL Form 5500 · updated monthly

The Oscar and Ella Wilf Campus for Senior Living401(k)

THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN · SOMERSET, NJ · plan year 2024

Reported admin expense ratio · 2024
0.64%

The Oscar and Ella Wilf Campus for Senior Living reported $22,224 in plan administrative expenses for 2024: 0.64% 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.64%. 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 New Jersey (1,997th of 2,419), and 8,778th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,676,424
Participants with balances165
Active participants176
Employer contributions—
Employee contributions$346,126
Employer contribution per active participant—
Average account balance$22,281
Benefits paid to participants$340,910
Plan auditUnmodified (clean) audit opinion
AuditorCERINI AND ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 165 accts
2023$3.3M · 149 accts
2022$3.4M · 140 accts
Administrative expenses, itemized · 2024
Investment management$22,224
Total administrative$22,224
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 · 20243
ALLIANT INSURANCE SERVICES · Contract administrator · Investment advisory (plan)$11,087
EMPOWER ADVISORY GROUP, LLC · Investment management$2,681

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

Administrative cost history3
2024$22,224 · 0.64%
2023$20,402 · 0.61%
2022$25,711 · 0.67%
Similar plansHealth Care & Social Assistance · New Jersey
New Jersey Urology, LLC NJ$3.8M · 0.43%
The Arc of Camden County NJ$3.7M · 0.58%
Eva's Village, Inc. NJ$3.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521624834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.