Plan Ledger DOL Form 5500 · updated monthly

White Stone Healthcare Resourc401(k)

WHITE STONE HEALTHCARE RESOURC 401(K) PROFIT SHARING PLAN & TRUST · CHANHASSEN, MN · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

White Stone Healthcare Resourc reported $9,233 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,873 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Minnesota (1,845th of 1,918), and 2,107th of 2,534 in administrative & support services. In 2022, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,288,581
Participants with balances55
Active participants44
Employer contributions$82,395
Employee contributions$115,092
Employer contribution per active participant$1,873
Average account balance$23,429
Benefits paid to participants$208,406
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,832
Investment management$401
Total administrative$9,233
The White Stone Healthcare Resourc 401(k) match · 2022
Employer contribution per active participant$1,873
Median for plans this size$1,114

White Stone Healthcare Resourc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,233 · 0.67%
Similar plansAdministrative & Support Services · Minnesota
Corp IV Holdings, Inc. MN$2.3M · 0.01%
Atlas Staffing Inc MN$1.7M · 0.04%
Hsk, LLC. MN$1.5M · 1.57%
Strom Aviation, Inc. MN$1.2M · 0.20%
Selectstaff, Inc. MN$676K · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113728103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.