Plan Ledger DOL Form 5500 · updated monthly

Living Branches401(k)

LIVING BRANCHES RETIREMENT PLAN · LANSDALE, PA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Living Branches reported $129,288 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,488 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 has held roughly steady near 0.500%. 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 the 1,294th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,037th of 11,911 in health care & social assistance. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 458 to 545 since 2022.

Plan summary
Net assets, end of year$26,468,943
Participants with balances609
Active participants545
Employer contributions$1,356,023
Employee contributions$1,190,708
Employer contribution per active participant$2,488
Average account balance$43,463
Benefits paid to participants$4,505,237
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 609 accts · $1.4M emplr
2023$25.3M · 664 accts · $1.2M emplr
2022$24.6M · 608 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,243
Investment management$48,045
Total administrative$129,288
The Living Branches 401(k) match · 2024
Employer contribution per active participant$2,488
Median for plans this size$2,416
2024$2,488 per active participant
2023$2,336 per active participant
2022$2,378 per active participant

Living Branches's 2024 employer contribution ran above 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
JOHN HANCOCK LIFE INS. CO. U.S.A. · Recordkeeping · Investment management$10,287
GIRARD ADVISORY SERVICES, LLC · Investment advisory (participants)$48,045
THE RETIREMENT PLAN COMPANY L · Contract administrator$5,145
THE PARAGON INACTIVE · Contract administrator$3,745

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$129,288 · 0.50%
2023$117,979 · 0.47%
2022$115,459 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Brockie Healthcare PA$27.2M · 0.06%
Primecare Medical, Inc. PA$26.5M · 0.23%
Voce PA$26.1M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232125481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.