Plan Ledger DOL Form 5500 · updated monthly

Centre Care, Inc.403(b)

CENTRE CARE, INC. SAVINGS AND RETIREMENT PLAN · BELLEFONTE, PA · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Centre Care, Inc. reported $44,316 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $739 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 3 years on file its reported administrative ratio has held roughly steady near 0.98%. 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 (2,906th of 3,651), and 8,028th of 11,911 in health care & social assistance. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,783,906
Participants with balances150
Active participants223
Employer contributions$164,882
Employee contributions$640,355
Employer contribution per active participant$739
Average account balance$31,893
Benefits paid to participants$735,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 150 accts · $165K emplr
2023$4.3M · 156 accts · $177K emplr
2022$3.4M · 150 accts · $147K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,316
Total administrative$44,316
Employer contributions to the Centre Care, Inc. plan · 2024
Employer contribution per active participant$739
Median for plans this size$1,313
2024$739 per active participant
2023$695 per active participant
2022$715 per active participant

Centre Care, 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$23,202
FIRST NATIONAL TRUST COMPANY · Investment advisory (plan)$21,113

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,316 · 0.98%
2023$38,191 · 0.99%
2022$36,841 · 1.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
One Senior Care, Inc. PA$4.9M · 0.95%
Evergreen Homes Inc. PA$4.9M · 0.01%
The Center for Autism PA$4.7M · 0.54%
Families United Network PA$4.7M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463243949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.