Plan Ledger DOL Form 5500 · updated monthly

Community Health & Dental Care,401(k)

COMMUNITY HEALTH & DENTAL 401(K) PLAN · POTTSTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Community Health & Dental Care, reported $35,620 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,117 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 0.60% to 0.70%. 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 (2,827th of 3,651), and 7,643rd of 11,911 in health care & social assistance. In 2024, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,467,972
Participants with balances177
Active participants160
Employer contributions$178,718
Employee contributions$713,039
Employer contribution per active participant$1,117
Average account balance$30,892
Benefits paid to participants$611,041
Plan auditUnmodified (clean) audit opinion
AuditorALAN ROSS & COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 177 accts · $179K emplr
2023$4.7M · 184 accts · $161K emplr
2022$3.9M · 154 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,620
Total administrative$35,620
The Community Health & Dental Care, 401(k) match · 2024
Employer contribution per active participant$1,117
Median for plans this size$1,313
2024$1,117 per active participant
2023$944 per active participant
2022$912 per active participant

Community Health & Dental Care,'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$35,620

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$35,620 · 0.70%
2023$29,622 · 0.69%
2022$22,718 · 0.60%
Similar plansHealth Care & Social Assistance · Pennsylvania
Mount Trexler Manor, Inc. PA$5.6M · 0.93%
Lifesteps, Inc. PA$5.6M · 0.03%
Community Nurses, Inc. PA$5.5M · 0.35%
New Healthworks, Inc. PA$5.3M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202764402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.