Plan Ledger DOL Form 5500 · updated monthly

Child and Family Focus, Inc.401(k)

CHILD AND FAMILY FOCUS INC 401(K) PROFIT SHARING PLAN & TRUST · AUDUBON, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Child and Family Focus, Inc. reported $24,643 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,188 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 fell from 0.60% to 0.40%. 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 (2,659th of 3,651), and 6,966th of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 146 to 165 since 2022.

Plan summary
Net assets, end of year$6,790,042
Participants with balances172
Active participants165
Employer contributions$196,077
Employee contributions$266,184
Employer contribution per active participant$1,188
Average account balance$39,477
Benefits paid to participants$544,611
Plan auditUnmodified (clean) audit opinion
AuditorBELFINT LYONS & SHUMAN
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 172 accts · $196K emplr
2023$5.6M · 170 accts · $271K emplr
2022$4.5M · 136 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,643
Total administrative$24,643
The Child and Family Focus, Inc. 401(k) match · 2024
Employer contribution per active participant$1,188
Median for plans this size$1,313
2024$1,188 per active participant
2023$1,792 per active participant
2022$1,980 per active participant

Child and Family Focus, 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$3,168
PARAGON ALLIANCE GROUP, LLC · Recordkeeping · Loan processing$1,768
MML INVESTORS SERVICES LLC · Investment advisory (plan)$23,897

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

Recordkeeper by year2
2024PARAGON ALLIANCE GROUP, LLC, Transamerica
2023THE PARAGON ALLIANCE GROUP, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left Child and Family Focus, Inc. 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$24,643 · 0.40%
2023$23,589 · 0.47%
2022$31,214 · 0.60%
Similar plansHealth Care & Social Assistance · Pennsylvania
G M Leader Corporation PA$6.9M · 1.16%
The Advocacy Alliance PA$6.7M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233052759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.