Plan Ledger DOL Form 5500 · updated monthly

White Horse Village Inc.403(b)

WHITE HORSE VILLAGE INC. 403(B) PENSION PLAN · NEWTOWN SQUARE, PA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

White Horse Village Inc. reported $49,508 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $603 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 0.45% to 0.56%. 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 Pennsylvania (2,378th of 3,651), and 5,993rd of 11,911 in health care & social assistance. In 2024, employees put in $3.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,169,326
Participants with balances239
Active participants374
Employer contributions$225,349
Employee contributions$700,827
Employer contribution per active participant$603
Average account balance$38,365
Benefits paid to participants$1,344,946
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 239 accts · $225K emplr
2023$8.5M · 230 accts · $276K emplr
2022$7.3M · 212 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,689
Investment management$10,819
Total administrative$49,508
Employer contributions to the White Horse Village Inc. plan · 2024
Employer contribution per active participant$603
Median for plans this size$1,313
2024$603 per active participant
2023$738 per active participant
2022$849 per active participant

White Horse Village 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
LINCOLN NATIONAL CORPORATION · Contract administrator$38,689
MMA SECURITIES LLC · Investment advisory (plan) · Investment advisory (participants)$10,819

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$49,508 · 0.56%
2023$33,719 · 0.43%
2022$36,348 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Hcsc-Blood Center, Inc. PA$9.2M · 0.33%
Dickinson Center, Inc. PA$8.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232499121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.