Plan Ledger DOL Form 5500 · updated monthly

Chestnut Ridge Counseling Services, Inc.401(k)

CHESTNUT RIDGE COUNSELING SERVICES, INC. 401(K) PLAN · UNIONTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Chestnut Ridge Counseling Services, Inc. reported $5,859 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,207 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 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,230th of 3,651), and the 5,534th of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 199 to 243 since 2022.

Plan summary
Net assets, end of year$10,604,797
Participants with balances161
Active participants243
Employer contributions$293,407
Employee contributions$456,076
Employer contribution per active participant$1,207
Average account balance$65,868
Benefits paid to participants$857,130
Plan auditDisclaimer of opinion
AuditorSMITH, LEWIS, CHESS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 161 accts · $293K emplr
2023$9.5M · 157 accts · $259K emplr
2022$8.1M · 152 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,859
Total administrative$5,859
The Chestnut Ridge Counseling Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,207
Median for plans this size$2,416
2024$1,207 per active participant
2023$1,211 per active participant
2022$1,182 per active participant

Chestnut Ridge Counseling Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
WELLS FARGO ADVISORS · Investment advisory (participants)$34,935

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$5,859 · 0.06%
2023$4,835 · 0.05%
2022$3,530 · 0.04%
Same employer
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Peter Becker Community PA$10.7M · 0.02%
Holy Family Institute PA$10.6M · 0.38%
Brian's House PA$10.6M · 0.22%
Aadvantage, Inc. PA$10.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251196948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.