Plan Ledger DOL Form 5500 · updated monthly

Bashor Children's Home403(b)

BASHOR CHILDREN'S HOME 403(B) PLAN · GOSHEN, IN · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Bashor Children's Home reported $31,271 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $3,253 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 0.38% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Indiana (889th of 1,562), and the 1,645th of 3,341 in other services. In 2024, the employer put in $2.16 for every $1.00 employees contributed themselves; active participation has grown from 183 to 251 since 2022.

Plan summary
Net assets, end of year$10,048,885
Participants with balances227
Active participants251
Employer contributions$816,626
Employee contributions$378,173
Employer contribution per active participant$3,253
Average account balance$44,268
Benefits paid to participants$569,907
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 227 accts · $817K emplr
2023$8.2M · 203 accts · $616K emplr
2022$6.7M · 162 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,246
Investment management$27,025
Total administrative$31,271
Employer contributions to the Bashor Children's Home plan · 2024
Employer contribution per active participant$3,253
Median for plans this size$1,313
2024$3,253 per active participant
2023$2,976 per active participant
2022$2,244 per active participant

Bashor Children's Home's 2024 employer contribution ran above the $1,313 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 · 20242
ASCENSUS LLC · Recordkeeping$4,245
EVERENCE TRUST COMPANY · Investment advisory (plan)$27,025

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$31,271 · 0.34%
2023$27,559 · 0.37%
2022$28,430 · 0.38%
Same employer
Similar plansOther Services · Indiana
Grand Industrial, LLC IN$10.5M · 0.10%
Black Equipment Co. Inc. IN$10.0M · 0.23%
Stone Belt Arc, Inc. IN$9.4M · 0.07%
Thermo King Midwest, Inc. IN$7.8M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350933555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.