Plan Ledger DOL Form 5500 · updated monthly

Case Management Unit401(k)

CASE MANAGEMENT 401(K) SAVINGS PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Case Management Unit reported $44,140 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,157 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 0.90% to 0.96%. 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 (2,923rd of 3,651), and 8,093rd of 11,911 in health care & social assistance. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,682,234
Participants with balances150
Active participants104
Employer contributions$120,301
Employee contributions$181,333
Employer contribution per active participant$1,157
Average account balance$31,215
Benefits paid to participants$701,839
Plan auditUnmodified (clean) audit opinion
AuditorZELENKOFSKE AXELROD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 150 accts · $120K emplr
2023$4.5M · 160 accts · $114K emplr
2022$4.1M · 168 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,140
Total administrative$44,140
The Case Management Unit 401(k) match · 2024
Employer contribution per active participant$1,157
Median for plans this size$1,313
2024$1,157 per active participant
2023$989 per active participant
2022$1,075 per active participant

Case Management Unit'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 · 20243
TRANSAMERICA RETIREMENT · Recordkeeping · Loan processing$20,285
PENNSYLVANIA PENSION PLANNERS · Recordkeeping · Loan processing$1,750
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$22,456

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

Recordkeeper by year2
2024PENNSYLVANIA PENSION PLANNERS, Transamerica
2023PENNSYLVANIA PENSION PLANNERS, INC., Transamerica

This plan has changed recordkeepers within these filings. If you left Case Management Unit before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,140 · 0.96%
2023$40,775 · 0.95%
2022$35,013 · 0.90%
Similar plansHealth Care & Social Assistance · Pennsylvania
The Center for Autism PA$4.7M · 0.54%
Families United Network PA$4.7M · 0.72%
Centerville Clinics, Inc. PA$4.7M · 0.74%
Advanced Personal Care PA$4.6M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251635351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.