Plan Ledger DOL Form 5500 · updated monthly

Walpole Area Visiting Nurse Association, Inc.403(b)

WALPOLE AREA VISITING NURSE ASSOCIATION 403(B) RETIREMENT PLAN · WALPOLE, MA · plan year 2024

Reported admin expense ratio · 2024
0.80%

Walpole Area Visiting Nurse Association, Inc. reported $35,605 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. 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 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,339th of 2,726), and 8,115th of 11,911 in health care & social assistance. active participation has shrunk from 117 to 103 since 2022.

Plan summary
Net assets, end of year$4,659,069
Participants with balances118
Active participants103
Employer contributions—
Employee contributions$336,223
Employer contribution per active participant—
Average account balance$39,484
Benefits paid to participants$434,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 118 accts
2023$4.2M · 100 accts
2022$3.7M · 113 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,605
Total administrative$35,605
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,604
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$35,605 · 0.80%
2023$32,011 · 0.81%
2022$31,328 · 0.77%
Similar plansHealth Care & Social Assistance · Massachusetts
Uhealthsolutions, Inc. MA$4.9M · 0.02%
18 Degrees, Inc. MA$4.7M · 0.06%
Fcp, Inc. MA$4.7M · 0.01%
The Essex Group Inc. MA$4.6M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.