Plan Ledger DOL Form 5500 · updated monthly

Valley Manor Operations LLC401(k)

WHITE-TAILED HEALTHCARE 401(K) PLAN · HEWLETT, NY · plan year 2022

Reported admin expense ratio · 2022
1.63%

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

Valley Manor Operations LLC reported $3,728 in plan administrative expenses for 2022: 1.63% of average plan assets, above the peer median. Employer contributions averaged $34 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 fell from 1.91% to 1.63%. 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 New York (5,527th of 5,648), and 11,620th of 11,911 in health care & social assistance. In 2022, employees put in $7.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$250,791
Participants with balances13
Active participants351
Employer contributions$12,077
Employee contributions$84,827
Employer contribution per active participant$34
Average account balance$19,292
Benefits paid to participants$14,951
Plan auditDisclaimer of opinion
AuditorALAN GOODMAN, CPA PC
Plan history2
Yearassets · accounts · employer contribution
2022$251K · 13 accts · $12K emplr
2020$148K · 11 accts
Administrative expenses, itemized · 2022
Investment management$3,728
Total administrative$3,728
The Valley Manor Operations LLC 401(k) match · 2022
Employer contribution per active participant$34
Median for plans this size$331

Valley Manor Operations LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. 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 history2
2022$3,728 · 1.63%
2020$2,222 · 1.91%
Similar plansHealth Care & Social Assistance · New York
David J Wegman NY$317K · 0.65%
Wisconsin 3 Holdco, LLC NY$302K · 2.18%
Trivium of New York LLC NY$248K · 3.46%
Metropolitan Homecare Way NY$244K · 12.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823370164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.