Plan Ledger DOL Form 5500 · updated monthly

Vita-Living, Inc.403(b)

VITA-LIVING, INC. 403(B) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

Vita-Living, Inc. reported $4,410 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $298 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 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 Texas (5,331st of 5,688), and 11,069th of 11,911 in health care & social assistance. In 2022, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$808,052
Participants with balances32
Active participants129
Employer contributions$38,460
Employee contributions$111,845
Employer contribution per active participant$298
Average account balance$25,252
Benefits paid to participants$348,613
Plan auditDisclaimer of opinion
AuditorPITTSFORD SAMUELS PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,410
Total administrative$4,410
Employer contributions to the Vita-Living, Inc. plan · 2022
Employer contribution per active participant$298
Median for plans this size$331

Vita-Living, Inc.'s 2022 employer contribution ran below the $331 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$4,410 · 0.44%
Similar plansHealth Care & Social Assistance · Texas
Chg Senior Living, LLC TX$808K · 0.94%
S.P.J.S.T. Rest Home TX$727K · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760037136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.