Plan Ledger DOL Form 5500 · updated monthly

Action Housing, Inc.Money purchase plan

ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN · PITTSBURGH, PA · plan year 2023

Reported admin expense ratio · 2023
0.40%

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

Action Housing, Inc. reported $16,437 in plan administrative expenses for 2023: 0.40% of average plan assets, below the peer median. Employer contributions averaged $2,993 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 1 year on file its reported administrative ratio rose from 0.40% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,979th of 3,651), and 8,385th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,239,049
Participants with balances126
Active participants94
Employer contributions$281,359
Employee contributions—
Employer contribution per active participant$2,993
Average account balance$33,643
Benefits paid to participants$445,598
Plan auditUnmodified (clean) audit opinion
AuditorGOFF BACKA ALFERA & COMPANY, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$4.2M · 135 accts · $275K emplr
2023$4.2M · 126 accts · $281K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,957
Investment management$8,480
Total administrative$16,437
Employer contributions to the Action Housing, Inc. plan · 2023
Employer contribution per active participant$2,993
Median for plans this size$1,308
2024$2,922 per active participant
2023$2,993 per active participant

Action Housing, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
GALLAGHER BENEFIT SERVICES · Investment advisory (plan)$7,674
M2B RETIREMENT CONSULTING, LLC · Contract administrator$3,604
EMPOWER ADVISORY GROUP, LLC · Investment management$805

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

Administrative cost history2
2024$18,081 · 0.43%
2023$16,437 · 0.40%
All plans at this employer2
TAX DEFERRED ANNUITY PLAN OF ACTION HOUSING, INC.Defined-contribution plan
ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLANMoney purchase plan
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Hopephl PA$4.2M · 0.11%
The Alliance Home PA$4.2M · 0.05%
Smilebuilderz, LLC PA$4.2M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250965469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.