Plan Ledger DOL Form 5500 · updated monthly

Gaudenzia, Inc.403(b)

GAUDENZIA 403B PLAN · NORRISTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Gaudenzia, Inc. reported $149,878 in plan administrative expenses for 2024: 0.81% of average plan assets, higher than ~90% of peers. Employer contributions averaged $934 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 0.72% to 0.81%. 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 1,561st-largest of 3,651 plans among Pennsylvania employers on file, and the 3,753rd of 11,911 in health care & social assistance. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,563,032
Participants with balances1,165
Active participants1,043
Employer contributions$973,692
Employee contributions$2,651,146
Employer contribution per active participant$934
Average account balance$16,792
Benefits paid to participants$3,869,205
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 1,165 accts · $974K emplr
2023$17.3M · 1,180 accts · $850K emplr
2022$16.3M · 1,127 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$149,878
Total administrative$149,878
Employer contributions to the Gaudenzia, Inc. plan · 2024
Employer contribution per active participant$934
Median for plans this size$2,416
2024$934 per active participant
2023$827 per active participant
2022$813 per active participant

Gaudenzia, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$149,948
TSC 401K · Other servicesindirect comp
MML INVESTOR SERVICES LLC · Investment advisory (plan)indirect comp

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$149,878 · 0.81%
2023$128,345 · 0.76%
2022$134,253 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Premier Therapy LLC PA$20.2M · 0.51%
The Renfrew Centers, Inc. PA$19.8M · 0.39%
Menno Haven, Inc. PA$19.7M · 0.33%
Dunwoody Village Inc. PA$19.1M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231706895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.