Plan Ledger DOL Form 5500 · updated monthly

Hcsc Enterprises, Inc.401(k)

HCSC ENTERPRISES, INC. RETIREMENT SAVINGS PLAN · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Hcsc Enterprises, Inc. reported $65,356 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,332 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 0.24% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,330th-largest of 3,651 plans among Pennsylvania employers on file, and the 861st of 3,341 in other services. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,318,809
Participants with balances191
Active participants129
Employer contributions$558,838
Employee contributions$662,076
Employer contribution per active participant$4,332
Average account balance$132,559
Benefits paid to participants$3,718,430
Plan auditUnmodified (clean) audit opinion
AuditorCLA (CLIFTON LARSON ALLEN LLP)
Plan history3
Yearassets · accounts · employer contribution
2024$25.3M · 191 accts · $559K emplr
2023$25.0M · 205 accts · $591K emplr
2022$24.8M · $517K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,356
Total administrative$65,356
The Hcsc Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$4,332
Median for plans this size$2,416
2024$4,332 per active participant
2023$4,224 per active participant

Hcsc Enterprises, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$49,576
EMPOWER ADVISORY GROUP, LLC · Investment management$2,018

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$65,356 · 0.26%
2023$58,598 · 0.24%
2022$59,900 · 0.24%
Similar plansOther Services · Pennsylvania
US Healthconnect, Inc. PA$26.2M · 0.37%
Conco Services Corporation PA$23.3M · 0.34%
Niche.com, Inc. PA$23.1M · 0.28%
Kidspeace Corporation PA$22.4M · 0.37%
Natural Lands Trust, Inc. PA$21.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232210758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.