Plan Ledger DOL Form 5500 · updated monthly

Alliance for Nonprofit Resources403(b)

ALLIANCE FOR NONPROFIT RESOURCES 403(B) PLAN · BUTLER, PA · plan year 2024

Reported admin expense ratio · 2024
1.21%

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

Alliance for Nonprofit Resources reported $54,408 in plan administrative expenses for 2024: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $551 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 2.06% to 1.21%. 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 (2,929th of 3,651), and 8,141st of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,615,014
Participants with balances213
Active participants481
Employer contributions$264,992
Employee contributions$453,517
Employer contribution per active participant$551
Average account balance$21,667
Benefits paid to participants$258,334
Plan auditUnmodified (clean) audit opinion
AuditorRUZOMBERKA HOLLAND SMITH, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 213 accts · $265K emplr
2023$4.3M · 200 accts · $228K emplr
2022$3.2M · 163 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,666
Investment management$16,742
Total administrative$54,408
Employer contributions to the Alliance for Nonprofit Resources plan · 2024
Employer contribution per active participant$551
Median for plans this size$1,313
2024$551 per active participant
2023$487 per active participant
2022$361 per active participant

Alliance for Nonprofit Resources's 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$37,666
CETERA ADVISOR NETWORKS, LLC · Investment advisory (plan)$16,742

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$54,408 · 1.21%
2023$45,059 · 1.19%
2022$69,740 · 2.06%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 263838512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.