Plan Ledger DOL Form 5500 · updated monthly

Greater Delaware Valley Society of Transplant Surgeons403(b)

GIFT OF LIFE DONOR PROGRAM 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Greater Delaware Valley Society of Transplant Surgeons reported $299,708 in plan administrative expenses for 2024: 0.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,755 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 0.42% to 0.45%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 616th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,423rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 291 to 336 since 2022.

Plan summary
Net assets, end of year$71,417,323
Participants with balances517
Active participants336
Employer contributions$2,941,791
Employee contributions$2,549,088
Employer contribution per active participant$8,755
Average account balance$138,138
Benefits paid to participants$4,231,562
Plan auditUnmodified (clean) audit opinion
AuditorBELFINT LYONS SHUMAN
Plan history3
Yearassets · accounts · employer contribution
2024$71.4M · 517 accts · $2.9M emplr
2023$62.5M · 510 accts · $2.6M emplr
2022$50.9M · 460 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$191,431
Investment management$108,277
Total administrative$299,708
Employer contributions to the Greater Delaware Valley Society of Transplant Surgeons plan · 2024
Employer contribution per active participant$8,755
Median for plans this size$3,635
2024$8,755 per active participant
2023$7,402 per active participant
2022$8,002 per active participant

Greater Delaware Valley Society of Transplant Surgeons's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$191,431
CORNERSTONE ADVISORS ASSET MGMT · Investment advisory (plan)$108,277

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$299,708 · 0.45%
2023$246,451 · 0.43%
2022$229,382 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Elwyn PA$73.7M · 0.02%
Primemed, P C PA$69.4M · 0.02%
Pyramid Healthcare, Inc. PA$69.3M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237388767 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.