Plan Ledger DOL Form 5500 · updated monthly

White-Wilson Medical Center, PA401(k)

WHITE-WILSON MEDICAL CENTER PROFIT SHARING & 401(K) PLAN &TR · FORT WALTON, FL · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

White-Wilson Medical Center, PA reported $262,917 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,049 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 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 650th-largest of 3,644 plans among Florida employers on file, and the 2,245th of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,777,827
Participants with balances283
Active participants240
Employer contributions$731,675
Employee contributions$1,347,204
Employer contribution per active participant$3,049
Average account balance$140,558
Benefits paid to participants$4,585,994
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 283 accts · $732K emplr
2023$38.3M · 299 accts · $779K emplr
2022$35.8M · 330 accts · $745K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,475
Investment management$112,442
Total administrative$262,917
The White-Wilson Medical Center, PA 401(k) match · 2024
Employer contribution per active participant$3,049
Median for plans this size$2,416
2024$3,049 per active participant
2023$3,232 per active participant
2022$2,958 per active participant

White-Wilson Medical Center, PA's 2024 employer contribution ran above the $2,416 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 · 20243
RAYMOND JAMES · Recordkeeping · Trustee$112,441
ADP, INC. · Recordkeeping · Trustee$38,033
CHARLES SCHWAB INVESTMENT MGMT INC. · Securities brokerage$37

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

Recordkeeper by year2
2024ADP, Raymond James
2023ADP, Raymond James

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

Administrative cost history3
2024$262,917 · 0.67%
2023$144,357 · 0.39%
2022$262,541 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Circles of Care, Inc. FL$40.7M · 0.03%
Cfs Management, LLC FL$39.9M · 0.51%
Lavie Holdco LLC FL$39.7M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593000333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.