Plan Ledger DOL Form 5500 · updated monthly

Acts Retirement - Life Communities, Inc.401(k)

ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K) · FT WASHINGTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Acts Retirement - Life Communities, Inc. reported $465,176 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1,198 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 0.26% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 257th-largest of 3,651 plans among Pennsylvania employers on file, and the 596th of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 5,303 to 6,188 since 2022.

Plan summary
Net assets, end of year$226,980,173
Participants with balances5,167
Active participants6,188
Employer contributions$7,415,428
Employee contributions$15,502,007
Employer contribution per active participant$1,198
Average account balance$43,929
Benefits paid to participants$18,888,331
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$227.0M · 5,167 accts · $7.4M emplr
2023$195.7M · 5,406 accts · $6.9M emplr
2022$161.9M · 6,232 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$405,909
Investment management$59,267
Total administrative$465,176
The Acts Retirement - Life Communities, Inc. 401(k) match · 2024
Employer contribution per active participant$1,198
Median for plans this size$3,635
2024$1,198 per active participant
2023$1,197 per active participant
2022$1,203 per active participant

Acts Retirement - Life Communities, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$405,909
MMA SECURITIES$59,267

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$465,176 · 0.22%
2023$438,066 · 0.24%
2022$445,468 · 0.26%
All plans at this employer2
ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K)401(k)
PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Doylestown Hospital PA$280.9M · 0.21%
St. Clair Hospital PA$209.6M · 0.01%
Vibra Healthcare, LLC PA$185.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231900132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.