Plan Ledger DOL Form 5500 · updated monthly

Actionaids, Inc. Dbaaction Wellness403(b)

ACTIONAIDS, INC. 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Actionaids, Inc. Dbaaction Wellness reported $8,012 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $718 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 0.12% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (3,075th of 3,651), and 2,520th of 3,341 in other services. In 2024, employees put in $2.95 for every $1.00 the employer contributed; active participation has shrunk from 101 to 88 since 2022.

Plan summary
Net assets, end of year$3,681,068
Participants with balances117
Active participants88
Employer contributions$63,159
Employee contributions$186,011
Employer contribution per active participant$718
Average account balance$31,462
Benefits paid to participants$447,332
Plan auditQualified audit opinion
AuditorWITHUMSMITH-BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 117 accts · $63K emplr
2023$3.4M · 119 accts · $69K emplr
2022$3.4M · 120 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,729
Investment management$4,791
Total administrative$8,012
The Actionaids, Inc. Dbaaction Wellness 401(k) match · 2024
Employer contribution per active participant$718
Median for plans this size$1,313
2024$718 per active participant
2023$784 per active participant
2022$631 per active participant

Actionaids, Inc. Dbaaction Wellness's 2024 employer contribution ran below the $1,313 median for plans its size. 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$1,729

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
2023MML INVESTORS SERVICES LLC, Nationwide

This plan has changed recordkeepers within these filings. If you left Actionaids, Inc. Dbaaction Wellness 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$8,012 · 0.23%
2023$3,963 · 0.12%
2022Not separately reported
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232446355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.