Plan Ledger DOL Form 5500 · updated monthly

Windsor House, Inc.401(k)

WINDSOR HOUSE, INC. 401(K) SAVINGS PLAN · GIRARD, OH · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Windsor House, Inc. reported $69,925 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $150 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 fell from 0.47% to 0.41%. 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 1,432nd-largest of 3,295 plans among Ohio employers on file, and the 3,982nd of 11,911 in health care & social assistance. In 2024, employees put in $5.79 for every $1.00 the employer contributed; active participation has grown from 903 to 1,143 since 2022.

Plan summary
Net assets, end of year$17,940,176
Participants with balances316
Active participants1,143
Employer contributions$171,826
Employee contributions$995,253
Employer contribution per active participant$150
Average account balance$56,773
Benefits paid to participants$1,437,915
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH & KING
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 316 accts · $172K emplr
2023$16.1M · 296 accts · $154K emplr
2022$14.3M · 310 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,925
Total administrative$69,925
The Windsor House, Inc. 401(k) match · 2024
Employer contribution per active participant$150
Median for plans this size$2,416
2024$150 per active participant
2023$159 per active participant
2022$164 per active participant

Windsor House, Inc.'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$69,925
EQUITABLE NETWORK LLC · Other servicesindirect comp
EQUITABLE ADVISORS, LLC. · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$69,925 · 0.41%
2023$67,575 · 0.44%
2022$75,211 · 0.47%
Similar plansHealth Care & Social Assistance · Ohio
O'Neill Management, LLC OH$18.1M · 0.39%
Equitas Health OH$17.9M · 0.80%
Healthsource of Ohio, Inc. OH$17.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340972320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.