Plan Ledger DOL Form 5500 · updated monthly

Cunningham Caring & Assoc., Inc.401(k)

VISION FORWARD 401(K) · ERIE, PA · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Cunningham Caring & Assoc., Inc. reported $1,150 in plan administrative expenses for 2022: 0.31% of average plan assets, lower than ~75% of peers. Employer contributions averaged $512 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,585th of 3,651), and 11,480th of 11,911 in health care & social assistance. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$386,946
Participants with balances35
Active participants76
Employer contributions$38,906
Employee contributions$70,484
Employer contribution per active participant$512
Average account balance$11,056
Benefits paid to participants$9,810
Plan auditUnmodified (clean) audit opinion
AuditorMCGILL POWER BELL & ASSOCIATES LLP
The Cunningham Caring & Assoc., Inc. 401(k) match · 2022
Employer contribution per active participant$512
Median for plans this size$331

Cunningham Caring & Assoc., Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,150 · 0.31%
Similar plansHealth Care & Social Assistance · Pennsylvania
Helpmates, Inc. PA$424K · 1.46%
Your Own Home Inc PA$419K · 0.84%
Epeople Health Care Inc PA$393K · 3.18%
Gwynedd Healthcare LLC PA$349K · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270312126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.