Plan Ledger DOL Form 5500 · updated monthly

Aging With Comfort Inc401(k)

AGING WITH COMFORT 401K PROFIT SHARING PLAN & TRUST · PHILADELPHIA, PA · plan year 2020

Reported admin expense ratio · 2020
0.41%

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

Aging With Comfort Inc reported $91 in plan administrative expenses for 2020: 0.41% of average plan assets, below the peer median. Employer contributions averaged $0 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 4 years on file its reported administrative ratio rose from 0.42% to 10.86%. The plan sits in the under $1M size bracket, benchmarked here against 109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,644th of 3,651), and 11,854th of 11,911 in health care & social assistance. active participation has grown from 228 to 526 since 2018.

Plan summary
Net assets, end of year$27,242
Participants with balances15
Active participants526
Employer contributions$0
Employee contributions$11,955
Employer contribution per active participant$0
Average account balance$1,816
Benefits paid to participants$3,102
Plan auditUnmodified (clean) audit opinion
AuditorMALLIE LLP
Plan history5
Yearassets · accounts · employer contribution
2022$22K · 12 accts
2021$27K · 13 accts
2020$27K · 15 accts
2019$17K · 15 accts
2018$8K · 5 accts
Administrative expenses, itemized · 2020
Investment management$91
Total administrative$91
The Aging With Comfort Inc 401(k) match · 2020
Employer contribution per active participant$0
Median for plans this size$246

Aging With Comfort Inc's 2020 employer contribution ran below the $246 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2022$2,643 · 10.86%
2021$2,555 · 9.45%
2020$91 · 0.41%
2019$53 · 0.43%
2018$28 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Dlem Services, LLC PA$76K · 2.52%
Rhw Com PA$3K · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463991212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.