Plan Ledger DOL Form 5500 · updated monthly

Martha Lloyd School, Inc.401(k)

MARTHA LLOYD COMMUNITY SERVICES RETIREMENT SAVINGS PLAN · TROY, PA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Martha Lloyd School, Inc. reported $9,425 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $502 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 0.09% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (2,941st of 3,651), and 2,561st of 3,091 in educational services. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,529,067
Participants with balances186
Active participants297
Employer contributions$149,175
Employee contributions$345,536
Employer contribution per active participant$502
Average account balance$24,350
Benefits paid to participants$689,801
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL METZGER BARR & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 186 accts · $149K emplr
2023$4.3M · 199 accts · $174K emplr
2022$3.6M · 274 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,425
Total administrative$9,425
The Martha Lloyd School, Inc. 401(k) match · 2024
Employer contribution per active participant$502
Median for plans this size$1,313
2024$502 per active participant
2023$454 per active participant
2022$601 per active participant

Martha Lloyd School, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20241
JULY BUSINESS SERVICES LLC · Recordkeeping$8,576

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

Recordkeeper by year2
2024July Business Services
2023July Business Services

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Administrative cost history3
2024$9,425 · 0.21%
2023$14,046 · 0.36%
2022$3,381 · 0.09%
Same employer
Similar plansEducational Services · Pennsylvania
Community Day School PA$5.0M · 0.05%
Ccres PA$4.6M · 0.30%
Central Penn, Inc. PA$4.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240798830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.