Plan Ledger DOL Form 5500 · updated monthly

Diversified Family Services401(k)

DIVERSIFIED FAMILY SERVICES RETIREMENT PLAN RETIREMENT PLAN · HERMITAGE, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Diversified Family Services reported $4,696 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,842 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 0.14% to 0.10%. 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 Pennsylvania (2,910th of 3,651), and 8,047th of 11,911 in health care & social assistance. In 2024, the employer put in $2.04 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,748,787
Participants with balances123
Active participants119
Employer contributions$219,166
Employee contributions$107,213
Employer contribution per active participant$1,842
Average account balance$38,608
Benefits paid to participants$460,512
Plan auditUnmodified (clean) audit opinion
AuditorMAHER DUESSEL, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 123 accts · $219K emplr
2023$4.3M · 129 accts · $335K emplr
2022$3.7M · 131 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,121
Investment management$1,575
Total administrative$4,696
The Diversified Family Services 401(k) match · 2024
Employer contribution per active participant$1,842
Median for plans this size$1,313
2024$1,842 per active participant
2023$3,131 per active participant
2022$2,239 per active participant

Diversified Family Services'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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$1,575
DEFINITI LLC · Contract administrator$988

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$4,696 · 0.10%
2023$3,305 · 0.08%
2022$4,879 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Centre Care, Inc. PA$4.8M · 0.98%
The Center for Autism PA$4.7M · 0.54%
Families United Network PA$4.7M · 0.72%
Case Management Unit PA$4.7M · 0.96%
Centerville Clinics, Inc. PA$4.7M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251576497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.