Plan Ledger DOL Form 5500 · updated monthly

Westminster Village Terre Haute, Inc.401(k)

401(K) PROFIT SHARING PLAN FOR WESTMINSTER VILLAGE TERRE HAUTE, INC. · TERRE HAUTE, IN · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Westminster Village Terre Haute, Inc. reported $1,479 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.15% to 0.18%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,493rd of 1,562), and 11,006th of 11,911 in health care & social assistance. active participation has shrunk from 67 to 51 since 2022.

Plan summary
Net assets, end of year$878,579
Participants with balances101
Active participants51
Employer contributions$0
Employee contributions$81,047
Employer contribution per active participant$0
Average account balance$8,699
Benefits paid to participants$75,604
Plan auditUnmodified (clean) audit opinion
AuditorCOMER NOWLING & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$879K · 101 accts
2023$790K · 123 accts
2022$636K · 119 accts · $11K emplr
The Westminster Village Terre Haute, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Westminster Village Terre Haute, Inc.'s 2024 employer contribution ran below the $540 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,167

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,479 · 0.18%
2023$789 · 0.11%
2022$1,150 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Lifedesigns, Inc. IN$1.2M · 1.22%
Evansville Arc Inc. IN$839K · 0.18%
1ST Seniors, LLC IN$826K · 1.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351494162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.