Plan Ledger DOL Form 5500 · updated monthly

Westminster Village Greenwood, Inc.403(b)

GREENWOOD VILLAGE SOUTH INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN · GREENWOOD, IN · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Westminster Village Greenwood, Inc. reported $34,952 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $401 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 0.60% to 0.64%. 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 Indiana (1,120th of 1,562), and 7,537th of 11,911 in health care & social assistance. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 290 to 355 since 2022.

Plan summary
Net assets, end of year$5,675,501
Participants with balances187
Active participants355
Employer contributions$142,439
Employee contributions$398,447
Employer contribution per active participant$401
Average account balance$30,350
Benefits paid to participants$597,092
Plan auditUnmodified (clean) audit opinion
AuditorBLUE & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 187 accts · $142K emplr
2023$5.2M · 159 accts · $126K emplr
2022$4.4M · 150 accts · $128K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,112
Investment management$23,840
Total administrative$34,952
Employer contributions to the Westminster Village Greenwood, Inc. plan · 2024
Employer contribution per active participant$401
Median for plans this size$1,313
2024$401 per active participant
2023$614 per active participant
2022$442 per active participant

Westminster Village Greenwood, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$11,111
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$23,840

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,952 · 0.64%
2023$34,584 · 0.71%
2022$25,185 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Gibault Inc IN$6.2M · 0.10%
Boling Vision Center, LLC IN$6.0M · 0.31%
Home Care Providers Inc. IN$5.7M · 0.22%
Sycamore Services, Inc IN$5.5M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351516199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.