Plan Ledger DOL Form 5500 · updated monthly

Community Interactions, Inc.401(k)

COMMUNITY INTERACTIONS, INC. 401(K) PROFIT SHARING PLAN · SWARTHMORE, PA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Community Interactions, Inc. reported $63,633 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $707 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 0.55% to 0.59%. 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 among the smaller plans on file in Pennsylvania (2,162nd of 3,651), and the 5,324th of 11,911 in health care & social assistance. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 344 to 426 since 2022.

Plan summary
Net assets, end of year$11,393,962
Participants with balances462
Active participants426
Employer contributions$301,102
Employee contributions$806,526
Employer contribution per active participant$707
Average account balance$24,662
Benefits paid to participants$1,005,515
Plan auditDisclaimer of opinion
AuditorJOHN R HANNA & SONS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 462 accts · $301K emplr
2023$10.1M · 434 accts · $297K emplr
2022$8.2M · 393 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,633
Total administrative$63,633
The Community Interactions, Inc. 401(k) match · 2024
Employer contribution per active participant$707
Median for plans this size$2,416
2024$707 per active participant
2023$718 per active participant
2022$738 per active participant

Community Interactions, Inc.'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 · 20242
INVESTNRETIRE, LLC · Recordkeeping · Custodial$33,136
CBIZ INVESTMNET ADVISORY SERVICES · Investment advisory (participants)$30,498

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

Recordkeeper by year2
2024INVESTNRETIRE, LLC
2023INVESTNRETIRE, LLC

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

Administrative cost history3
2024$63,633 · 0.59%
2023$51,804 · 0.56%
2022$42,235 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Foxdale Village Corporation PA$11.4M · 0.41%
Waverly Heights, LTD PA$11.4M · 0.03%
Clarion Hospital PA$11.2M · 0.24%
Redstone Highlands PA$10.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231937692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.