Plan Ledger DOL Form 5500 · updated monthly

Hias Pennsylvania403(b)

HIAS PENNSYLVANIA 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Hias Pennsylvania reported $41,780 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,833 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 has held roughly steady near 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,944th of 3,651), and 8,203rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,525,698
Participants with balances118
Active participants50
Employer contributions$441,640
Employee contributions$342,233
Employer contribution per active participant$8,833
Average account balance$38,353
Benefits paid to participants$771,901
Plan history2
Yearassets · accounts · employer contribution
2024$4.5M · 118 accts · $442K emplr
2023$4.0M · 136 accts · $518K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,505
Investment management$37,275
Total administrative$41,780
Employer contributions to the Hias Pennsylvania plan · 2024
Employer contribution per active participant$8,833
Median for plans this size$1,313
2024$8,833 per active participant
2023$4,792 per active participant

Hias Pennsylvania's 2024 employer contribution ran above the $1,313 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 · 20241
KESTRA ADVISORY SERVICES$37,275

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$41,780 · 0.98%
2023$32,351 · 0.97%
Similar plansHealth Care & Social Assistance · Pennsylvania
Arbutus Park Manor PA$4.6M · 0.67%
Liberty Resources Inc PA$4.6M · 0.03%
Allaire Health Services PA$4.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231405597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.