Plan Ledger DOL Form 5500 · updated monthly

Easterseals of Southeastern Pennsylvania401(k)

EASTERSEALS OF SOUTHEASTERN PENNSYLVANIA DEFINED CONTRIBUTION & 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Easterseals of Southeastern Pennsylvania reported $83,703 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $443 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 0.65% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,790th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,353rd of 11,911 in health care & social assistance. In 2024, employees put in $10.68 for every $1.00 the employer contributed; active participation has shrunk from 252 to 226 since 2022.

Plan summary
Net assets, end of year$15,696,438
Participants with balances352
Active participants226
Employer contributions$100,200
Employee contributions$1,070,389
Employer contribution per active participant$443
Average account balance$44,592
Benefits paid to participants$1,317,590
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 352 accts · $100K emplr
2023$13.7M · 371 accts · $147 emplr
2022$13.1M · 486 accts · $101K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,703
Total administrative$83,703
The Easterseals of Southeastern Pennsylvania 401(k) match · 2024
Employer contribution per active participant$443
Median for plans this size$2,416
2024$443 per active participant
2023$1 per active participant
2022$401 per active participant

Easterseals of Southeastern Pennsylvania's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$30,180
VEERY CAPITAL · Investment advisory (participants)$67,618
RESOURCES INVESTMENT ADVISORS · Contract administrator$11,756

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$83,703 · 0.57%
2023$60,789 · 0.45%
2022$81,412 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Laurel Eye Clinic Group PA$16.1M · 0.44%
Titusville Area Hospital PA$16.0M · 0.12%
Goodwill Keystone Area PA$16.0M · 0.09%
Upmc Altoona PA$15.7M · 0.46%
Lehigh Valley Imaging, LLC PA$15.6M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.