Plan Ledger DOL Form 5500 · updated monthly

Westview Nursing Care & Rehabilitation Center, Inc.401(k)

WESTVIEW NURSING CARE & REHABILITATION CENTER, INC. SAVINGS & RETIREMENT PLAN · DAYVILLE, CT · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Westview Nursing Care & Rehabilitation Center, Inc. reported $51,342 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,500 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 0.597%. 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 Connecticut (793rd of 1,106), and 6,142nd of 11,911 in health care & social assistance. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 168 to 208 since 2022.

Plan summary
Net assets, end of year$8,742,557
Participants with balances127
Active participants208
Employer contributions$311,981
Employee contributions$500,670
Employer contribution per active participant$1,500
Average account balance$68,839
Benefits paid to participants$1,440,614
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNER FERON & CARUCCI
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 127 accts · $312K emplr
2023$8.5M · 120 accts · $265K emplr
2022$6.4M · 108 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,342
Total administrative$51,342
The Westview Nursing Care & Rehabilitation Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,500
Median for plans this size$1,313
2024$1,500 per active participant
2023$1,378 per active participant
2022$1,434 per active participant

Westview Nursing Care & Rehabilitation Center, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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$23,137
TWELVE POINTS WEALTH MGT LLC · Investment advisory (plan)$28,204

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$51,342 · 0.60%
2023$42,405 · 0.57%
2022$34,913 · 0.60%
Similar plansHealth Care & Social Assistance · Connecticut
Whitney Center, Inc. CT$9.0M · 0.56%
Horizons Programs, Inc. CT$8.9M · 0.22%
Solinsky Eyecare LLC CT$8.2M · 0.32%
New Opportunities, Inc. CT$7.9M · 0.43%
Community Options, Inc. CT$7.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060912684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.