Plan Ledger DOL Form 5500 · updated monthly

Depaul Community Resources403(b)

DEPAUL COMMUNITY RESOURCES 403B PLAN · ROANOKE, VA · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Depaul Community Resources reported $69,756 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,733 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 1.03% to 1.24%. 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 Virginia (1,748th of 2,266), and 7,421st of 11,911 in health care & social assistance. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,882,946
Participants with balances213
Active participants149
Employer contributions$258,217
Employee contributions$368,396
Employer contribution per active participant$1,733
Average account balance$27,619
Benefits paid to participants$917,550
Plan auditUnmodified (clean) audit opinion
AuditorFOTI, FLYNN, LOWEN & CO., P.C.
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $99K emplr
2024$5.9M · 213 accts · $258K emplr
2023$5.4M · 221 accts · $235K emplr
2022$4.7M · 212 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,756
Total administrative$69,756
Employer contributions to the Depaul Community Resources plan · 2024
Employer contribution per active participant$1,733
Median for plans this size$1,313
2024$1,733 per active participant
2023$1,591 per active participant
2022$1,660 per active participant

Depaul Community Resources's 2024 employer contribution ran above 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 · 20244
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)$13,492
FOTI FLYNN LOWEN & COMPANY PC · Accounting / audit$13,000
RETIREMENT PLAN SOLUTIONS · Contract administrator$7,162

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

Administrative cost history4
2025Not separately reported
2024$69,756 · 1.24%
2023$57,583 · 1.14%
2022$53,587 · 1.03%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Barry Robinson Center VA$6.7M · 0.78%
Tri-Area Community Health VA$6.3M · 0.20%
Capital Healthcare, PC VA$5.9M · 1.33%
Elk Hill Farm, Inc VA$5.7M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541108079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.