Plan Ledger DOL Form 5500 · updated monthly

Clarion Healthcare System, Inc.Money purchase plan

CLARION HEALTHCARE SYSTEM, INC. PENSION PLAN · CLARION, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Clarion Healthcare System, Inc. reported $41,310 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. 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 0.23% to 0.25%. 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 the 1,711th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,175th of 11,911 in health care & social assistance. active participation has grown from 213 to 346 since 2022.

Plan summary
Net assets, end of year$16,725,591
Participants with balances336
Active participants346
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$49,779
Benefits paid to participants$1,410,918
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 336 accts
2023$16.2M · 356 accts
2022$16.2M · 382 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,594
Investment management$9,716
Total administrative$41,310
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 · Claims processing · Recordkeeping$31,594
FRAGASSO FINANCIAL ADVISORS · Investment advisory (plan)$9,716
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$41,310 · 0.25%
2023$39,586 · 0.24%
2022$44,856 · 0.23%
Similar plansHealth Care & Social Assistance · Pennsylvania
Pinnacle Physicians, P.C. PA$17.0M · 0.61%
Spark Dso LLC PA$16.9M · 0.07%
Meadowood Corporation PA$16.8M · 0.53%
Stairways Behavioral Health PA$16.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251534023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.