Plan Ledger DOL Form 5500 · updated monthly

Holy Family Institute401(k)

HOLY FAMILY INSTITUTE RETIREMENT PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Holy Family Institute reported $37,668 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $898 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 0.35% to 0.38%. 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 among the smaller plans on file in Pennsylvania (2,229th of 3,651), and the 5,533rd of 11,911 in health care & social assistance. In 2024, employees put in $3.39 for every $1.00 the employer contributed; active participation has shrunk from 347 to 301 since 2022.

Plan summary
Net assets, end of year$10,612,330
Participants with balances541
Active participants301
Employer contributions$270,378
Employee contributions$915,833
Employer contribution per active participant$898
Average account balance$19,616
Benefits paid to participants$1,238,097
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN, YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 541 accts · $270K emplr
2023$9.4M · 548 accts · $300K emplr
2022$8.3M · 490 accts · $313K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,668
Total administrative$37,668
The Holy Family Institute 401(k) match · 2024
Employer contribution per active participant$898
Median for plans this size$2,416
2024$898 per active participant
2023$969 per active participant
2022$902 per active participant

Holy Family Institute'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 · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$37,668

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,668 · 0.38%
2023$29,760 · 0.34%
2022$27,302 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Redstone Highlands PA$10.9M · 0.18%
Quick Med Claims, LLC PA$10.8M · 1.01%
Peter Becker Community PA$10.7M · 0.02%
Brian's House PA$10.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250984606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.