Plan Ledger DOL Form 5500 · updated monthly

Goodwill of the Southern Alleghenies, Inc.403(b)

403(B) THRIFT PLAN OF GOODWILL OF THE SOUTHERN ALLEGHENIES · WINDBER, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Goodwill of the Southern Alleghenies, Inc. reported $20 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,361 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 0.04% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (3,150th of 3,651), and 2,620th of 3,341 in other services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has shrunk from 246 to 62 since 2022.

Plan summary
Net assets, end of year$3,209,870
Participants with balances93
Active participants62
Employer contributions$84,405
Employee contributions$191,059
Employer contribution per active participant$1,361
Average account balance$34,515
Benefits paid to participants$291,433
Plan auditUnmodified (clean) audit opinion
AuditorWESSEL AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 93 accts · $84K emplr
2023$2.9M · 103 accts · $89K emplr
2022$2.7M · 95 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20
Total administrative$20
Employer contributions to the Goodwill of the Southern Alleghenies, Inc. plan · 2024
Employer contribution per active participant$1,361
Median for plans this size$1,313
2024$1,361 per active participant
2023$1,198 per active participant
2022$308 per active participant

Goodwill of the Southern Alleghenies, Inc.'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.

Administrative cost history3
2024$20 · 0.00%
2023Not separately reported
2022$1,089 · 0.04%
Same employer
Similar plansOther Services · Pennsylvania
Nueva Esperanza, Inc. PA$3.3M · 0.92%
The Arc of Butler County PA$3.2M · 0.06%
Cms East, LLC PA$3.2M · 0.13%
Studio of Elegance, Inc. PA$2.9M · 1.09%
Fleet Repair Solutions PA$2.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251115026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.