Plan Ledger DOL Form 5500 · updated monthly

Community Integrated Services401(k)

COMMUNITY INTEGRATED SERVICES 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Community Integrated Services reported $31,608 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $314 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 0.05% to 0.93%. 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 (3,070th of 3,651), and 8,753rd of 11,911 in health care & social assistance. In 2024, employees put in $5.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,712,767
Participants with balances279
Active participants274
Employer contributions$86,052
Employee contributions$448,271
Employer contribution per active participant$314
Average account balance$13,307
Benefits paid to participants$286,390
Plan auditUnmodified (clean) audit opinion
AuditorLOPEZ TEODOSIO & LARKIN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 279 accts · $86K emplr
2023$3.1M · 337 accts · $73K emplr
2022$2.4M · 362 accts · $65K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,383
Audit (IQPA)$13,225
Total administrative$31,608
The Community Integrated Services 401(k) match · 2024
Employer contribution per active participant$314
Median for plans this size$1,313
2024$314 per active participant
2023$245 per active participant
2022$249 per active participant

Community Integrated Services's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$18,431
GLEN EAGLE ADVISORS LLC$12,429
WILSHIRE ASSOCIATES INC.$621

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

Recordkeeper by year2
2024John Hancock
2023John Hancock, Mutual of America

This plan has changed recordkeepers within these filings. If you left Community Integrated Services 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$31,608 · 0.93%
2023$12,589 · 0.46%
2022$1,249 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Kelsch Associates, Inc. PA$3.8M · 0.20%
Organic Remedies, Inc. PA$3.7M · 1.22%
Christ's Home PA$3.7M · 0.24%
Children's Home of York PA$3.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232648381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.