Plan Ledger DOL Form 5500 · updated monthly

Ashfield Healthcare, LLC401(k)

ASHFIELD RETIREMENT PLAN · FT WASHINGTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Ashfield Healthcare, LLC reported $430,672 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,768 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 rose from 0.31% to 0.35%. 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 375th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,111th of 11,654 in professional & technical services. In 2024, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$139,761,165
Participants with balances3,767
Active participants2,200
Employer contributions$6,089,309
Employee contributions$18,091,304
Employer contribution per active participant$2,768
Average account balance$37,101
Benefits paid to participants$23,534,924
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$139.8M · 3,767 accts · $6.1M emplr
2023$107.8M · 3,874 accts · $6.3M emplr
2022$77.4M · 3,374 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$181,233
Investment management$249,439
Total administrative$430,672
The Ashfield Healthcare, LLC 401(k) match · 2024
Employer contribution per active participant$2,768
Median for plans this size$3,635
2024$2,768 per active participant
2023$2,887 per active participant
2022$2,154 per active participant

Ashfield Healthcare, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$231,136
ADP, INC. · Loan processing · Recordkeeping$199,534
MORNINGSTAR RETIREMENT MANAGER · Investment advisory (participants) · Investment advisory (plan)indirect comp
ADP BROKER-DEALER · Other servicesindirect 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$430,672 · 0.35%
2023$326,528 · 0.35%
2022$228,839 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Boomi, LP PA$152.8M · 0.05%
Dentons Cohen & Grigsby P.C. PA$150.7M · 0.32%
Duolingo, Inc. PA$136.9M · 0.14%
Ashfield Healthcare Comm. PA$134.2M · 0.19%
Huntsworth Group, Inc. PA$132.9M · 0.16%
Aurora Operations, Inc. PA$131.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900789049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.