Plan Ledger DOL Form 5500 · updated monthly

Keystone College403(b)

KEYSTONE COLLEGE 403(B) RETIREMENT PLAN · LA PLUME, PA · plan year 2023

Reported admin expense ratio · 2023
0.12%

Keystone College reported $38,676 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. 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 0.09% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 1,086th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,199th of 3,091 in educational services.

Plan summary
Net assets, end of year$33,685,740
Participants with balances323
Active participants127
Employer contributions—
Employee contributions$287,839
Employer contribution per active participant—
Average account balance$104,290
Benefits paid to participants$1,815,643
Plan auditUnmodified (clean) audit opinion
AuditorKOHANSKI COMPANY. PC
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 305 accts
2023$33.7M · 323 accts
2022$31.2M · 340 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,676
Investment management$25,000
Total administrative$38,676
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TIAA · Recordkeeping · Pension consulting$13,676
WELLS FARGO ADVISORS · Investment advisory (plan) · Investment management$25,000

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$46,803 · 0.14%
2023$38,676 · 0.12%
2022$31,564 · 0.09%
Same employer
Similar plansEducational Services · Pennsylvania
The American College PA$36.3M · 0.15%
Wilson College PA$34.4M · 0.19%
Chestnut Hill College PA$31.5M · 0.06%
Lincoln Learning Solutions PA$31.1M · 0.03%
Winchester Thurston School PA$29.3M · 0.31%
Malvern Preparatory School PA$28.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240795441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.