Plan Ledger DOL Form 5500 · updated monthly

Viverant Pt, LLC401(k)

VIVERANT PT, LLC 401(K) PLAN · OAKDALE, MN · plan year 2022

Reported admin expense ratio · 2022
0.99%

Viverant Pt, LLC reported $31,313 in plan administrative expenses for 2022: 0.99% of average plan assets, higher than ~75% of peers. 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 Minnesota (1,770th of 1,918), and 9,740th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,368,665
Participants with balances125
Active participants78
Employer contributions—
Employee contributions$508,364
Employer contribution per active participant—
Average account balance$18,949
Benefits paid to participants$1,492,575
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$2.4M · 125 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$31,313
Total administrative$31,313
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
2023Not separately reported
2022$31,313 · 0.99%
Similar plansHealth Care & Social Assistance · Minnesota
Sacred Heart Care Center MN$2.6M · 0.88%
Assumption Home, Inc. MN$2.6M · 1.39%
Mother of Mercy MN$2.5M · 0.57%
Pinnacle Services, Inc. MN$2.3M · 1.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 845071010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.