Plan Ledger DOL Form 5500 · updated monthly

Bradford - Tioga Head Start, Inc.401(k)

BRADFORD - TIOGA HEAD START, INC. SAVINGS & RETIREMENT PLAN · BLOSSBURG, PA · plan year 2023

Reported admin expense ratio · 2023
0.72%

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

Bradford - Tioga Head Start, Inc. reported $15,671 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. Employer contributions averaged $2,033 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 1 year on file its reported administrative ratio rose from 0.53% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (3,269th of 3,651), and 2,804th of 3,091 in educational services. In 2023, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,436,879
Participants with balances99
Active participants96
Employer contributions$195,156
Employee contributions$200,373
Employer contribution per active participant$2,033
Average account balance$24,615
Benefits paid to participants$281,018
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 99 accts · $195K emplr
2022$1.9M · 122 accts · $156K emplr
Administrative expenses, itemized · 2023
Investment management$15,671
Total administrative$15,671
The Bradford - Tioga Head Start, Inc. 401(k) match · 2023
Employer contribution per active participant$2,033
Median for plans this size$1,308
2023$2,033 per active participant
2022$1,692 per active participant

Bradford - Tioga Head Start, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CITIZENS & NORTHERN BANK · Investment advisory (participants)$15,671

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

Administrative cost history2
2023$15,671 · 0.72%
2022$11,415 · 0.53%
Same employer
Similar plansEducational Services · Pennsylvania

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Source: U.S. Department of Labor, Form 5500 series, EIN 275135046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.