Plan Ledger DOL Form 5500 · updated monthly

Advanced Personal Care401(k)

ADVANCED PERSONAL CARE 401(K) PROFIT SHARING PLAN AND TRUST · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Advanced Personal Care reported $37,149 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,440 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 rose from 0.79% to 0.87%. 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 Pennsylvania (2,931st of 3,651), and 8,150th of 11,911 in health care & social assistance. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,605,939
Participants with balances115
Active participants159
Employer contributions$228,999
Employee contributions$440,782
Employer contribution per active participant$1,440
Average account balance$40,052
Benefits paid to participants$502,440
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 115 accts · $229K emplr
2023$3.9M · 108 accts · $215K emplr
2022$2.8M · 107 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,271
Investment management$878
Total administrative$37,149
The Advanced Personal Care 401(k) match · 2024
Employer contribution per active participant$1,440
Median for plans this size$1,313
2024$1,440 per active participant
2023$1,338 per active participant
2022$1,056 per active participant

Advanced Personal Care's 2024 employer contribution ran above 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,232
WILSHIRE ASSOCIATION INC · Investment advisory (participants)$878

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,149 · 0.87%
2023$28,752 · 0.86%
2022$20,971 · 0.79%
Similar plansHealth Care & Social Assistance · Pennsylvania
Families United Network PA$4.7M · 0.72%
Case Management Unit PA$4.7M · 0.96%
Centerville Clinics, Inc. PA$4.7M · 0.74%
Arbutus Park Manor PA$4.6M · 0.67%
Liberty Resources Inc PA$4.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452439976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.