Plan Ledger DOL Form 5500 · updated monthly

Village Square of Penna, Inc.401(k)

VILLAGE SQUARE 401(K) PLAN · CHALFONT, PA · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Village Square of Penna, Inc. reported $81,570 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $428 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 0.65% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,072nd of 3,651), and the 971st of 2,096 in real estate & leasing. In 2024, employees put in $5.64 for every $1.00 the employer contributed; active participation has grown from 209 to 289 since 2022.

Plan summary
Net assets, end of year$12,355,940
Participants with balances188
Active participants289
Employer contributions$123,797
Employee contributions$697,756
Employer contribution per active participant$428
Average account balance$65,723
Benefits paid to participants$777,663
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 188 accts · $124K emplr
2023$11.4M · 194 accts · $116K emplr
2022$10.5M · 187 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,209
Investment management$28,974
Audit (IQPA)$20,387
Total administrative$81,570
The Village Square of Penna, Inc. 401(k) match · 2024
Employer contribution per active participant$428
Median for plans this size$2,416
2024$428 per active participant
2023$468 per active participant
2022$516 per active participant

Village Square of Penna, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LPL FINANCIAL · Investment advisory (plan)$28,974
PKF O'CONNOR DAVIES, LLP · Accounting / audit$20,387

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$81,570 · 0.69%
2023$71,044 · 0.65%
2022$74,138 · 0.65%
Similar plansReal Estate & Leasing · Pennsylvania
Nappen & Associates PA$12.2M · 0.51%
Gmh Associates, Inc. PA$12.0M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231702523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.