Plan Ledger DOL Form 5500 · updated monthly

Livengrin Foundation401(k)

LIVENGRIN EMPLOYEE RETIREMENT PLAN · BENSALEM, PA · plan year 2025

Reported admin expense ratio · 2025
1.27%

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

Livengrin Foundation reported $38,480 in plan administrative expenses for 2025: 1.27% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,250 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 3 years on file its reported administrative ratio fell from 1.87% to 1.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,130th of 3,651), and 9,031st of 11,911 in health care & social assistance. In 2025, employees put in $2.05 for every $1.00 the employer contributed; active participation has shrunk from 142 to 125 since 2022.

Plan summary
Net assets, end of year$3,315,300
Participants with balances188
Active participants125
Employer contributions$156,227
Employee contributions$320,070
Employer contribution per active participant$1,250
Average account balance$17,635
Benefits paid to participants$253,575
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$3.3M · 188 accts · $156K emplr
2024$2.7M · 198 accts · $164K emplr
2023$2.4M · 249 accts · $67K emplr
2022$2.1M · 224 accts · $174K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,037
Investment management$1,443
Total administrative$38,480
The Livengrin Foundation 401(k) match · 2025
Employer contribution per active participant$1,250
Median for plans this size$1,464
2025$1,250 per active participant
2024$1,333 per active participant
2023$492 per active participant
2022$1,223 per active participant

Livengrin Foundation's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TRANSAMERICA FIN. LIFE INS. COMPANY · Recordkeeping · Loan processing$21,524
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$15,513
LPL FINANCIAL CORPORATION · Investment advisory (plan)$1,443

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

Recordkeeper by year3
2025ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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

Administrative cost history4
2025$38,480 · 1.27%
2024$36,639 · 1.43%
2023$32,768 · 1.46%
2022$43,541 · 1.87%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Lifeswork of Western PA PA$3.4M · 0.05%
Lutheran Home at Kane PA$3.3M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231668916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.