Plan Ledger DOL Form 5500 · updated monthly

Congreso de Latinos Unidos, In403(b)

CONGRESO DE LATINOS UNIDOS, INC. RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Congreso de Latinos Unidos, In reported $35,990 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $865 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 0.68% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,534th of 3,651), and 1,880th of 3,341 in other services. In 2024, employees put in $2.90 for every $1.00 the employer contributed; active participation has shrunk from 287 to 234 since 2022.

Plan summary
Net assets, end of year$7,919,529
Participants with balances359
Active participants234
Employer contributions$202,496
Employee contributions$587,703
Employer contribution per active participant$865
Average account balance$22,060
Benefits paid to participants$480,601
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 359 accts · $202K emplr
2023$6.7M · 353 accts · $159K emplr
2022$5.5M · 316 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,990
Total administrative$35,990
Employer contributions to the Congreso de Latinos Unidos, In plan · 2024
Employer contribution per active participant$865
Median for plans this size$1,313
2024$865 per active participant
2023$540 per active participant
2022$539 per active participant

Congreso de Latinos Unidos, 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 · 20242
INIVEST BANK AND TRUST CO · Investment advisory (plan)$2,878

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$35,990 · 0.49%
2023$38,886 · 0.63%
2022$33,984 · 0.68%
Same employer
Similar plansOther Services · Pennsylvania
Kuljian Corporation PA$8.3M · 0.51%
Infaith PA$8.1M · 0.01%
Urban Affairs Coalition PA$8.0M · 1.04%
Perseus House, Inc. PA$7.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232051143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.