Plan Ledger DOL Form 5500 · updated monthly

Fitzmaurice Community Services, Inc.403(b)

FITZMAURICE COMMUNITY SERVICES, INC 403(B) · STROUSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Fitzmaurice Community Services, Inc. reported $44,160 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $1,180 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 0.70% to 0.53%. 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 (2,473rd of 3,651), and 6,275th of 11,911 in health care & social assistance. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 283 to 321 since 2022.

Plan summary
Net assets, end of year$8,425,271
Participants with balances260
Active participants321
Employer contributions$378,930
Employee contributions$519,430
Employer contribution per active participant$1,180
Average account balance$32,405
Benefits paid to participants$1,649,329
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 260 accts · $379K emplr
2023$8.3M · 258 accts · $383K emplr
2022$7.4M · 255 accts · $485K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,360
Audit (IQPA)$8,800
Total administrative$44,160
Employer contributions to the Fitzmaurice Community Services, Inc. plan · 2024
Employer contribution per active participant$1,180
Median for plans this size$1,313
2024$1,180 per active participant
2023$1,234 per active participant
2022$1,715 per active participant

Fitzmaurice Community Services, Inc.'s 2024 employer contribution ran below 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$35,360
CAMPBELL, RAPPOLD & YURASITS LLP · Accounting / audit$8,800

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$44,160 · 0.53%
2023$31,951 · 0.41%
2022$48,951 · 0.70%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Integracare PA$8.6M · 0.40%
Fayette Resources, Inc. PA$8.4M · 1.05%
The Shadowfax Corporation PA$8.4M · 0.76%
The Bradley Center PA$8.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232108508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.