Plan Ledger DOL Form 5500 · updated monthly

Ancilla Domini Sisters, Inc.403(b)

PHJC MINISTRIES RETIREMENT AND SAVINGS PLAN · HOBART, IN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ancilla Domini Sisters, Inc. reported $2,571 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,810 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 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 564th-largest of 1,562 plans among Indiana employers on file, and the 1,053rd of 3,341 in other services. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,156,778
Participants with balances354
Active participants210
Employer contributions$590,165
Employee contributions$804,871
Employer contribution per active participant$2,810
Average account balance$56,940
Benefits paid to participants$1,359,635
Plan auditUnmodified (clean) audit opinion
AuditorSWARTZ, RETSON & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 354 accts · $590K emplr
2023$18.2M · 381 accts · $592K emplr
2022$16.2M · 386 accts · $617K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,571
Total administrative$2,571
Employer contributions to the Ancilla Domini Sisters, Inc. plan · 2024
Employer contribution per active participant$2,810
Median for plans this size$2,416
2024$2,810 per active participant
2023$2,917 per active participant
2022$2,895 per active participant

Ancilla Domini Sisters, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$2,570

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$2,571 · 0.01%
2023$14,315 · 0.08%
2022$3,068 · 0.02%
Similar plansOther Services · Indiana
Hoosier Motor Club IN$21.2M · 0.22%
World Gospel Mission IN$20.7M · 1.06%
Crew Carwash, Inc. IN$19.5M · 0.30%
Oscar Winski Company, Inc. IN$19.3M · 0.44%
Wildman Business Group, LLC IN$18.2M · 0.72%
Kiwanis International IN$16.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350867952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.