Plan Ledger DOL Form 5500 · updated monthly

Columbus Medical Services, LLC401(k)

COLUMBUS ORGANIZATION 401(K) PLAN · BLUE BELL, PA · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Columbus Medical Services, LLC reported $121,391 in plan administrative expenses for 2024: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $406 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 0.93% to 0.77%. 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 1,730th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,205th of 11,911 in health care & social assistance. In 2024, employees put in $6.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,505,081
Participants with balances1,001
Active participants668
Employer contributions$270,954
Employee contributions$1,799,773
Employer contribution per active participant$406
Average account balance$16,489
Benefits paid to participants$3,222,253
Plan auditDisclaimer of opinion
AuditorJOSEPH P. MELVIN COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 1,001 accts · $271K emplr
2023$15.1M · 841 accts · $264K emplr
2022$12.1M · 859 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,690
Investment management$42,701
Total administrative$121,391
The Columbus Medical Services, LLC 401(k) match · 2024
Employer contribution per active participant$406
Median for plans this size$2,416
2024$406 per active participant
2023$379 per active participant
2022$338 per active participant

Columbus Medical Services, LLC'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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$78,690
KATHMERE CAPITAL MANAGEMENT · Investment advisory (plan)$32,222
KATHMERE CAPITAL MANAGEMENT. · Investment advisory (plan)$10,479

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$121,391 · 0.77%
2023$113,556 · 0.83%
2022$123,496 · 0.93%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Meadowood Corporation PA$16.8M · 0.53%
Stairways Behavioral Health PA$16.6M · 0.46%
Grace Inspired Ministries PA$16.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752690132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.