Plan Ledger DOL Form 5500 · updated monthly

Windsor Healthcare Management LLC401(k)

WINDSOR HEALTHCARE 401(K) PLAN · NORWOOD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.57%

Windsor Healthcare Management LLC reported $29,759 in plan administrative expenses for 2024: 0.57% 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 3 years on file its reported administrative ratio has held roughly steady near 0.57%. 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 New Jersey (1,833rd of 2,419), and 7,582nd of 11,911 in health care & social assistance. active participation has grown from 994 to 1,269 since 2022.

Plan summary
Net assets, end of year$5,606,756
Participants with balances145
Active participants1,269
Employer contributions—
Employee contributions$540,804
Employer contribution per active participant—
Average account balance$38,667
Benefits paid to participants$365,564
Plan auditUnmodified (clean) audit opinion
AuditorCYWIAK & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 145 accts
2023$4.9M · 139 accts
2022$4.6M · 154 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,861
Investment management$25,898
Total administrative$29,759
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$13,557
MARINER WEALTH ADVISOR · Investment advisory (plan)$25,898

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Windsor Healthcare Management LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,759 · 0.57%
2023$28,705 · 0.61%
2022$28,343 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Harrogate Incorporated NJ$6.2M · 0.32%
Homefront, Inc. NJ$5.9M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262578442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.