Plan Ledger DOL Form 5500 · updated monthly

Wickshire Senior Living, LLC401(k)

WICKSHIRE SENIOR LIVING 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.97%

Wickshire Senior Living, LLC reported $7,068 in plan administrative expenses for 2024: 0.97% of average plan assets, above the peer median. 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 0.97%. 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 Tennessee (1,427th of 1,496), and 11,101st of 11,911 in health care & social assistance. active participation has shrunk from 808 to 283 since 2022.

Plan summary
Net assets, end of year$767,243
Participants with balances185
Active participants283
Employer contributions—
Employee contributions$86,404
Employer contribution per active participant—
Average account balance$4,147
Benefits paid to participants$81,642
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$767K · 185 accts
2023$685K · 208 accts
2022$572K · 236 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,068
Total administrative$7,068
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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$7,068

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$7,068 · 0.97%
2023$8,387 · 1.33%
2022$2,282 · 0.45%
Similar plansHealth Care & Social Assistance · Tennessee
The Next Door, Inc. TN$875K · 0.17%
Project Belle LLC TN$863K · 0.46%
Prospect Inc. TN$767K · 1.69%
Mshn Enterprises, LLC TN$660K · 1.70%
Case Management, Inc. TN$532K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842737255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.