Plan Ledger DOL Form 5500 · updated monthly

Westchester Modular Homes, Inc.ESOP

WESTCHESTER MODULAR HOMES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WINGDALE, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Westchester Modular Homes, Inc. reported $106,578 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $7,373 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 0.108%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 762nd-largest of 5,648 plans among New York employers on file, and the 1,836th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$105,327,683
Participants with balances212
Active participants158
Employer contributions$1,164,973
Employee contributions—
Employer contribution per active participant$7,373
Average account balance$496,829
Benefits paid to participants$7,414,712
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$105.3M · 212 accts · $1.2M emplr
2023$92.1M · 220 accts · $2.4M emplr
2022$78.1M · 225 accts · $2.3M emplr
Employer contributions to the Westchester Modular Homes, Inc. plan · 2024
Employer contribution per active participant$7,373
Median for plans this size$3,635
2024$7,373 per active participant
2023$15,271 per active participant
2022$15,728 per active participant

Westchester Modular Homes, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
STACEY BRAUN INC · Investment advisory (participants)$106,577

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$106,578 · 0.11%
2023$85,528 · 0.10%
2022$86,112 · 0.11%
All plans at this employer2
WESTCHESTER MODULAR HOMES, INC. 401(K) SAVINGS PLAN401(k)
WESTCHESTER MODULAR HOMES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansManufacturing · New York
Roivant Sciences, Inc. NY$115.4M · 0.24%
Alvogen Group, Inc. NY$105.6M · 0.05%
Institutional Investor, LLC NY$104.1M · 0.09%
Howden USA NY$101.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061162854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.