Plan Ledger DOL Form 5500 · updated monthly

Infaith401(k)

INFAITH 401(K) PLAN · EXTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Infaith reported $669 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $975 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 0.00% to 0.01%. 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 (2,507th of 3,651), and 1,854th of 3,341 in other services. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,111,836
Participants with balances121
Active participants130
Employer contributions$126,738
Employee contributions$313,433
Employer contribution per active participant$975
Average account balance$67,040
Benefits paid to participants$611,541
Plan auditUnmodified (clean) audit opinion
AuditorTAIT, WELLER & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 121 accts · $127K emplr
2023$7.5M · 110 accts · $129K emplr
2022$6.5M · 104 accts · $116K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$669
Total administrative$669
The Infaith 401(k) match · 2024
Employer contribution per active participant$975
Median for plans this size$1,313
2024$975 per active participant
2023$970 per active participant
2022$906 per active participant

Infaith's 2024 employer contribution ran below 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.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$669
AUSDAL FINANCIAL PARTNERS INCindirect comp

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$669 · 0.01%
2023$331 · 0.00%
2022$237 · 0.00%
Similar plansOther Services · Pennsylvania
Traditions of America LP PA$8.5M · 0.94%
Indian Creek Foundation PA$8.5M · 0.61%
Kuljian Corporation PA$8.3M · 0.51%
Urban Affairs Coalition PA$8.0M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231381400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.