Plan Ledger DOL Form 5500 · updated monthly

Community Service Foundation, In401(k)

COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN · BETHLEHEM, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Community Service Foundation, In reported $5,541 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,063 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 0.10% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (2,319th of 3,651), and 2,144th of 3,091 in educational services. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has grown from 189 to 223 since 2022.

Plan summary
Net assets, end of year$9,686,334
Participants with balances271
Active participants223
Employer contributions$236,984
Employee contributions$598,311
Employer contribution per active participant$1,063
Average account balance$35,743
Benefits paid to participants$901,503
Plan auditUnmodified (clean) audit opinion
AuditorFISCHER DORWART P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 271 accts · $237K emplr
2023$8.6M · 280 accts · $235K emplr
2022$7.3M · 258 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,541
Total administrative$5,541
The Community Service Foundation, In 401(k) match · 2024
Employer contribution per active participant$1,063
Median for plans this size$1,313
2024$1,063 per active participant
2023$1,070 per active participant
2022$1,682 per active participant

Community Service Foundation, In'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$5,541

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

Administrative cost history3
2024$5,541 · 0.06%
2023$4,959 · 0.06%
2022$6,402 · 0.10%
Same employer
Similar plansEducational Services · Pennsylvania
Nursing Abc, Inc. PA$10.3M · 0.02%
Grier School PA$9.9M
Pace School PA$9.0M · 0.41%
Cgfns International, Inc. PA$8.8M · 0.00%
Springboard Collaborative PA$8.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232041622 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.