Plan Ledger DOL Form 5500 · updated monthly

Berks Counseling Center, Inc.403(b)

BERKS COUNSELING CENTER, INC. 403(B) RETIREMENT PLAN · READING, PA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Berks Counseling Center, Inc. reported $2,055 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $461 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 0.05% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,330th of 3,651), and 9,962nd of 11,911 in health care & social assistance. In 2024, employees put in $3.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,111,533
Participants with balances105
Active participants119
Employer contributions$54,844
Employee contributions$170,298
Employer contribution per active participant$461
Average account balance$20,110
Benefits paid to participants$70,163
Plan auditUnmodified (clean) audit opinion
AuditorTORRILLO & ASSOCIATION, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 105 accts · $55K emplr
2023$1.7M · 102 accts · $56K emplr
2022$1.3M · 104 accts · $49K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,055
Total administrative$2,055
Employer contributions to the Berks Counseling Center, Inc. plan · 2024
Employer contribution per active participant$461
Median for plans this size$1,313
2024$461 per active participant
2023$491 per active participant
2022$409 per active participant

Berks Counseling Center, 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.

Administrative cost history3
2024$2,055 · 0.11%
2023$1,152 · 0.08%
2022$648 · 0.05%
Similar plansHealth Care & Social Assistance · Pennsylvania
Susque-View Home, Inc. PA$2.1M · 0.18%
Anytime Home Care, Inc. PA$2.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232043478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.