Plan Ledger DOL Form 5500 · updated monthly

Carelink Community Support Services, Inc.403(b)

CARELINK COMMUNITY SUPPORT SERVICES EMPLOYER CONTRIBUTION TAX SHELTERED ANNUITY · MEDIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Carelink Community Support Services, Inc. reported $54,321 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,298 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 0.76% to 0.87%. 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 (2,668th of 3,651), and 7,007th of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,708,940
Participants with balances273
Active participants323
Employer contributions$419,195
Employee contributions$602,377
Employer contribution per active participant$1,298
Average account balance$24,575
Benefits paid to participants$848,583
Plan auditUnmodified (clean) audit opinion
AuditorGBB & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 273 accts · $419K emplr
2023$5.8M · 227 accts · $342K emplr
2022$4.7M · 173 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,321
Total administrative$54,321
Employer contributions to the Carelink Community Support Services, Inc. plan · 2024
Employer contribution per active participant$1,298
Median for plans this size$1,313
2024$1,298 per active participant
2023$1,029 per active participant
2022$750 per active participant

Carelink Community Support Services, Inc.'s 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$54,221
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)indirect comp

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$54,321 · 0.87%
2023$43,904 · 0.84%
2022$38,502 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
The Advocacy Alliance PA$6.7M · 0.62%
Kids Count, Inc. PA$6.7M · 0.03%
Firetree LTD. PA$6.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231573806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.