Plan Ledger DOL Form 5500 · updated monthly

Willow Valley Communities401(k)

WILLOW VALLEY COMMUNITIES 401(K) PLAN · WILLOW STREET, PA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Willow Valley Communities reported $129,483 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $668 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 0.38% to 0.42%. 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 1,098th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,589th of 11,911 in health care & social assistance. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 863 to 1,041 since 2022.

Plan summary
Net assets, end of year$32,712,666
Participants with balances563
Active participants1,041
Employer contributions$694,943
Employee contributions$2,006,399
Employer contribution per active participant$668
Average account balance$58,104
Benefits paid to participants$2,613,976
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.7M · 563 accts · $695K emplr
2023$28.9M · 558 accts · $629K emplr
2022$26.1M · 552 accts · $567K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,921
Investment management$100,062
Trustee / custodial$500
Total administrative$129,483
The Willow Valley Communities 401(k) match · 2024
Employer contribution per active participant$668
Median for plans this size$2,416
2024$668 per active participant
2023$673 per active participant
2022$657 per active participant

Willow Valley Communities's 2024 employer contribution ran below the $2,416 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 · 20241
FULTON BANK, N.A. · Recordkeeping · Consulting$28,921

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

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

Administrative cost history3
2024$129,483 · 0.42%
2023$117,310 · 0.43%
2022$110,101 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Somerset Hospital PA$33.8M · 0.49%
Ttg Imaging Solutions, LLC PA$32.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232226098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.