Plan Ledger DOL Form 5500 · updated monthly

Diversified Care Management401(k)

DIVERSIFIED CARE MANAGEMENT 401(K) PROFIT SHARING PLAN · CRANBERRY TOWNSHIP, PA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Diversified Care Management reported $16,146 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,857 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 0.13% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (2,280th of 3,651), and the 1,005th of 2,534 in administrative & support services. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves; active participation has grown from 188 to 227 since 2022.

Plan summary
Net assets, end of year$10,054,552
Participants with balances378
Active participants227
Employer contributions$421,459
Employee contributions$343,403
Employer contribution per active participant$1,857
Average account balance$26,599
Benefits paid to participants$1,232,154
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS PLUNG & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 378 accts · $421K emplr
2023$9.3M · 348 accts · $375K emplr
2022$8.0M · 330 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,146
Total administrative$16,146
The Diversified Care Management 401(k) match · 2024
Employer contribution per active participant$1,857
Median for plans this size$1,313
2024$1,857 per active participant
2023$1,811 per active participant
2022$1,905 per active participant

Diversified Care Management'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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$16,145

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$16,146 · 0.17%
2023$18,563 · 0.21%
2022$11,663 · 0.13%
Similar plansAdministrative & Support Services · Pennsylvania
Fjc Security Services, Inc. PA$11.4M · 1.20%
Intertech Security, LLC PA$8.0M · 0.69%
Tyber Medical LLC PA$6.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251884503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.