Plan Ledger DOL Form 5500 · updated monthly

Villa Health Care, Inc.Profit-sharing plan

VILLA HEALTH CARE PROFIT SHARING PLAN · SHERMAN, IL · plan year 2023

Reported admin expense ratio · 2023
0.91%

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

Villa Health Care, Inc. reported $5,120 in plan administrative expenses for 2023: 0.91% of average plan assets, below the peer median. Employer contributions averaged $345 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 3 years on file its reported administrative ratio has held roughly steady near 0.95%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,544th of 3,702), and 11,267th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$602,227
Participants with balances146
Active participants116
Employer contributions$40,000
Employee contributions—
Employer contribution per active participant$345
Average account balance$4,125
Benefits paid to participants$17,725
Plan auditUnmodified (clean) audit opinion
AuditorESTES, BRIDGEWATER & OGDEN
Plan history3
Yearassets · accounts · employer contribution
2024$564K · 147 accts · $40K emplr
2023$602K · 146 accts · $40K emplr
2022$520K · 138 accts · $40K emplr
Administrative expenses, itemized · 2023
Investment management$5,120
Total administrative$5,120
Employer contributions to the Villa Health Care, Inc. plan · 2023
Employer contribution per active participant$345
Median for plans this size$522
2024$370 per active participant
2023$345 per active participant
2022$336 per active participant

Villa Health Care, Inc.'s 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
BUCKINGHAM STRATEGIC PARTNERS · Investment advisory (plan)$5,120
CHARLES SCHWAB & CO, INC. · Securities brokerage$50

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$5,534 · 0.95%
2023$5,120 · 0.91%
2022$5,533 · 0.96%
Similar plansHealth Care & Social Assistance · Illinois
Bria Health Services, LLC IL$724K · 1.53%
Cedar Court Imaging LTD IL$701K · 0.48%
A-Tec Ambulance, Inc. IL$682K · 0.21%
Progressive Housing, Inc. IL$525K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371215144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.