Plan Ledger DOL Form 5500 · updated monthly

The Village at Luther Square401(k)

LIFE-NWPA 401(K) PLAN · ERIE, PA · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

The Village at Luther Square reported $6,999 in plan administrative expenses for 2022: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1,457 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 Pennsylvania (3,319th of 3,651), and 9,884th of 11,911 in health care & social assistance. In 2022, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,188,726
Participants with balances123
Active participants262
Employer contributions$381,858
Employee contributions$486,985
Employer contribution per active participant$1,457
Average account balance$17,795
Benefits paid to participants$63,693
Plan auditUnmodified (clean) audit opinion
AuditorDOPKINS & COMPANY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,553
Investment management$4,546
Professional / advisory$900
Total administrative$6,999
The The Village at Luther Square 401(k) match · 2022
Employer contribution per active participant$1,457
Median for plans this size$1,114

The Village at Luther Square's 2022 employer contribution ran above 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$6,999 · 0.32%
All plans at this employer2
VALS 403(B) PLAN403(b)
LIFE-NWPA 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Wes Health System PA$2.2M · 0.95%
Grove Dental Group PA$2.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250990591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.