Plan Ledger DOL Form 5500 · updated monthly

Allied Services Foundation, Inc.401(k)

ALLIED SERVICES FOUNDATION, INC. 401(K) RETIREMENT SAVINGS PLAN · CLARKS SUMMIT, PA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Allied Services Foundation, Inc. reported $292,155 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $508 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 0.36% to 0.29%. 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 460th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,078th of 11,911 in health care & social assistance. In 2024, employees put in $3.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$102,971,042
Participants with balances3,186
Active participants2,323
Employer contributions$1,180,802
Employee contributions$4,037,333
Employer contribution per active participant$508
Average account balance$32,320
Benefits paid to participants$7,632,333
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.0M · 3,186 accts · $1.2M emplr
2023$95.3M · 3,377 accts · $1.1M emplr
2022$85.5M · 3,396 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$242,877
Investment management$49,278
Total administrative$292,155
The Allied Services Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$508
Median for plans this size$3,635
2024$508 per active participant
2023$472 per active participant
2022$489 per active participant

Allied Services Foundation, 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
LINCOLN NATIONAL CORPORATION · Contract administrator$242,877
MORGAN STANLEY · Investment advisory (plan)$49,278

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

Administrative cost history3
2024$292,155 · 0.29%
2023$259,028 · 0.29%
2022$323,849 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Family Practice Center, PC PA$107.8M · 0.24%
Butler Memorial Hospital PA$103.1M · 0.08%
Post Acute Medical, LLC PA$90.2M · 0.09%
Pressley Ridge PA$83.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232523682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.