Plan Ledger DOL Form 5500 · updated monthly

Calvary Fellowship Homes, Inc403(b)

CALVARY FELLOWSHIP HOMES, INC. 403(B) RETIREMENT PLAN · LANCASTER, PA · plan year 2023

Reported admin expense ratio · 2023
1.00%

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

Calvary Fellowship Homes, Inc reported $29,526 in plan administrative expenses for 2023: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $772 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 0.35% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,175th of 3,651), and 9,238th of 11,911 in health care & social assistance. In 2023, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,029,379
Participants with balances203
Active participants153
Employer contributions$118,121
Employee contributions$213,238
Employer contribution per active participant$772
Average account balance$14,923
Benefits paid to participants$559,912
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $29K emplr
2023$3.0M · 203 accts · $118K emplr
2022$2.9M · 248 accts · $163K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,336
Investment management$14,144
Total administrative$29,526
The Calvary Fellowship Homes, Inc 401(k) match · 2023
Employer contribution per active participant$772
Median for plans this size$1,308
2023$772 per active participant
2022$991 per active participant

Calvary Fellowship Homes, Inc's 2023 employer contribution ran below 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
FULTON BANK, N.A · Recordkeeping · Consulting$29,597

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

Recordkeeper by year2
2024FULTON BANK, N.A
2023FULTON BANK, N.A

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Administrative cost history3
2024Not separately reported
2023$29,526 · 1.00%
2022$11,922 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
A Second Chance, Inc. PA$3.1M · 1.00%
Family Support Services PA$3.1M · 0.50%
Keystonecare PA$3.1M · 1.16%
Grove Manor PA$3.0M · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231606038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.