Plan Ledger DOL Form 5500 · updated monthly

Ashfield Healthcare Comm.401(k)

ASHFIELD EMPLOYEE SAVINGS PLAN · FORT WASHINGTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ashfield Healthcare Comm. reported $234,377 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $7,006 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 0.23% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 387th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,166th of 11,654 in professional & technical services. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$134,166,172
Participants with balances1,165
Active participants717
Employer contributions$5,023,605
Employee contributions$9,732,066
Employer contribution per active participant$7,006
Average account balance$115,164
Benefits paid to participants$10,244,021
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$134.2M · 1,165 accts · $5.0M emplr
2023$106.8M · 1,184 accts · $5.3M emplr
2022$81.0M · 1,114 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,536
Investment management$215,841
Total administrative$234,377
The Ashfield Healthcare Comm. 401(k) match · 2024
Employer contribution per active participant$7,006
Median for plans this size$3,635
2024$7,006 per active participant
2023$7,148 per active participant
2022$5,447 per active participant

Ashfield Healthcare Comm.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20244
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$215,841
ADP, INC. · Loan processing · Recordkeeping$18,535
MORNINGSTAR RETIREMENT MANAGER · Investment advisory (participants) · Investment advisory (plan)indirect comp
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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Administrative cost history3
2024$234,377 · 0.19%
2023$203,103 · 0.22%
2022$195,385 · 0.23%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Ashfield Healthcare, LLC PA$139.8M · 0.35%
Duolingo, Inc. PA$136.9M · 0.14%
Huntsworth Group, Inc. PA$132.9M · 0.16%
Aurora Operations, Inc. PA$131.6M · 0.01%
Minitab, LLC PA$129.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208512445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.