Plan Ledger DOL Form 5500 · updated monthly

Lincoln Center for Family and Youth403(b)

THE LINCOLN CENTER FOR FAMILY & YOUTH 403(B) RETIREMENT PLAN · AUDUBON, PA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Lincoln Center for Family and Youth reported $7,339 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,002 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 fell from 0.36% to 0.26%. 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 (3,164th of 3,651), and 2,647th of 3,341 in other services. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 124 to 240 since 2022.

Plan summary
Net assets, end of year$3,089,529
Participants with balances117
Active participants240
Employer contributions$240,425
Employee contributions$322,517
Employer contribution per active participant$1,002
Average account balance$26,406
Benefits paid to participants$400,713
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH AND BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 117 accts · $240K emplr
2023$2.6M · 117 accts · $178K emplr
2022$1.8M · 103 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,339
Total administrative$7,339
Employer contributions to the Lincoln Center for Family and Youth plan · 2024
Employer contribution per active participant$1,002
Median for plans this size$1,313
2024$1,002 per active participant
2023$942 per active participant
2022$1,158 per active participant

Lincoln Center for Family and Youth'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.

Administrative cost history3
2024$7,339 · 0.26%
2023$6,233 · 0.29%
2022$5,541 · 0.36%
Similar plansOther Services · Pennsylvania
The Arc of Butler County PA$3.2M · 0.06%
Cms East, LLC PA$3.2M · 0.13%
Studio of Elegance, Inc. PA$2.9M · 1.09%
Fleet Repair Solutions PA$2.3M · 0.35%
Odd Fellows Home of PA PA$2.2M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232237787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.