Plan Ledger DOL Form 5500 · updated monthly

Fox Subacute Management Inc.401(k)

FOX SUBACUTE 401(K) PROFIT SHARING PLAN · TRAPPE, PA · plan year 2022

Reported admin expense ratio · 2022
0.62%

Fox Subacute Management Inc. reported $35,350 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio fell from 0.62% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,852nd of 3,651), and 7,772nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,247,882
Participants with balances132
Active participants179
Employer contributions—
Employee contributions$624,594
Employer contribution per active participant—
Average account balance$39,757
Benefits paid to participants$617,603
Plan auditUnmodified (clean) audit opinion
AuditorISDANDER & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$3.8M · 91 accts
2022$5.2M · 132 accts
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$19,749 · 0.44%
2022$35,350 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
New Healthworks, Inc. PA$5.3M · 1.07%
Saint John Xxiii Home PA$5.3M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232467051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.