Plan Ledger DOL Form 5500 · updated monthly

Bellanza, Inc.401(k)

THE GODDARD SCHOOL · HORSHAM, PA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Bellanza, Inc. reported $7,843 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $208 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 0.60% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (3,429th of 3,651), and 2,912th of 3,091 in educational services. In 2024, employees put in $5.47 for every $1.00 the employer contributed; active participation has grown from 145 to 183 since 2022.

Plan summary
Net assets, end of year$1,561,791
Participants with balances117
Active participants183
Employer contributions$37,999
Employee contributions$207,801
Employer contribution per active participant$208
Average account balance$13,349
Benefits paid to participants$42,752
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 117 accts · $38K emplr
2023$1.2M · 134 accts · $33K emplr
2022$889K · 123 accts · $28K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,430
Investment management$6,413
Total administrative$7,843
The Bellanza, Inc. 401(k) match · 2024
Employer contribution per active participant$208
Median for plans this size$1,313
2024$208 per active participant
2023$177 per active participant
2022$196 per active participant

Bellanza, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
JMS CAPITAL GROUP WEALTH MANAGEMENT · Recordkeeping · Trustee$6,413
ADP, INC. · Recordkeeping$1,430
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, JMS CAPITAL GROUP WEALTH MANAGEMENT
2023ADP

This plan has changed recordkeepers within these filings. If you left Bellanza, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,843 · 0.57%
2023$6,399 · 0.61%
2022$5,361 · 0.60%
Similar plansEducational Services · Pennsylvania
Faith Christian Academy PA$1.0M · 1.04%
Educationworks Inc. PA$804K · 0.10%
Pennco Institutes, Inc. PA$494K · 2.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208329086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.