Plan Ledger DOL Form 5500 · updated monthly

Lebanon Valley Brethren Home403(b)

RETIREMENT PLAN OF LEBANON VALLEY BRETHREN HOME · PALMYRA, PA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Lebanon Valley Brethren Home reported $69,029 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,145 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 0.47% to 0.55%. 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 (2,002nd of 3,651), and the 4,872nd of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,188,661
Participants with balances282
Active participants231
Employer contributions$495,571
Employee contributions$714,153
Employer contribution per active participant$2,145
Average account balance$46,768
Benefits paid to participants$1,219,513
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 282 accts · $496K emplr
2023$11.8M · 279 accts · $480K emplr
2022$10.2M · 272 accts · $453K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,745
Investment management$30,284
Total administrative$69,029
The Lebanon Valley Brethren Home 401(k) match · 2024
Employer contribution per active participant$2,145
Median for plans this size$2,416
2024$2,145 per active participant
2023$2,174 per active participant
2022$2,048 per active participant

Lebanon Valley Brethren Home's 2024 employer contribution ran below the $2,416 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,744
STONEBRIDGE FINANCIAL GROUP, LLC · Investment advisory (plan)$23,131
OSAIC ADVISORY SERVICES, LLC · Investment advisory (plan)$7,147
PA RETIREMENT SOLUTIONS INC · Other servicesindirect 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$69,029 · 0.55%
2023$53,402 · 0.48%
2022$52,792 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Resourceful, Inc. PA$13.8M · 0.09%
Family Services of Nw PA PA$13.8M · 0.07%
Newcourtland Elder Services PA$13.3M · 0.84%
Project Home PA$13.0M · 1.05%
Barc Developmental Services PA$13.0M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237404857 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.