Plan Ledger DOL Form 5500 · updated monthly

Brian's House403(b)

BRIAN'S HOUSE 403(B) PLAN · EXTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Brian's House reported $20,652 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,961 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 0.25% to 0.22%. 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 (2,232nd of 3,651), and the 5,539th of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 346 to 400 since 2022.

Plan summary
Net assets, end of year$10,585,632
Participants with balances431
Active participants400
Employer contributions$784,597
Employee contributions$1,482,886
Employer contribution per active participant$1,961
Average account balance$24,561
Benefits paid to participants$806,770
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 431 accts · $785K emplr
2023$8.0M · 417 accts · $647K emplr
2022$5.6M · 376 accts · $686K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,652
Total administrative$20,652
Employer contributions to the Brian's House plan · 2024
Employer contribution per active participant$1,961
Median for plans this size$1,313
2024$1,961 per active participant
2023$1,813 per active participant
2022$1,981 per active participant

Brian's House's 2024 employer contribution ran above the $1,313 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,652

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

Administrative cost history3
2024$20,652 · 0.22%
2023$15,348 · 0.23%
2022$13,449 · 0.25%
Similar plansHealth Care & Social Assistance · Pennsylvania
Quick Med Claims, LLC PA$10.8M · 1.01%
Peter Becker Community PA$10.7M · 0.02%
Holy Family Institute PA$10.6M · 0.38%
Aadvantage, Inc. PA$10.2M · 0.10%
Mainstay Life Services PA$10.1M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231990596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.