Plan Ledger DOL Form 5500 · updated monthly

Melmark, Inc.403(b)

MELMARK, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN · BERWYN, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Melmark, Inc. reported $53,249 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,036 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 0.01% to 0.14%. 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 935th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,197th of 11,911 in health care & social assistance. In 2024, employees put in $4.78 for every $1.00 the employer contributed; active participation has shrunk from 1,101 to 821 since 2022.

Plan summary
Net assets, end of year$41,111,341
Participants with balances1,105
Active participants821
Employer contributions$850,178
Employee contributions$4,062,826
Employer contribution per active participant$1,036
Average account balance$37,205
Benefits paid to participants$3,503,061
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.1M · 1,105 accts · $850K emplr
2023$35.3M · 968 accts · $737K emplr
2022$28.6M · 868 accts · $663K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,249
Total administrative$53,249
Employer contributions to the Melmark, Inc. plan · 2024
Employer contribution per active participant$1,036
Median for plans this size$2,416
2024$1,036 per active participant
2023$1,047 per active participant
2022$602 per active participant

Melmark, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
TIAA - TEACHERS INSURANCE AND ANNUI · Recordkeeping$24,724
CBIZ RETIREMENT PLAN SERVICES · Recordkeeping$16,748
THE CONCORD ADVISORY GROUP, LTD · Investment advisory (participants)$10,000
BDO USA P.C. · Accounting / audit$9,165

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

Recordkeeper by year2
2024CBIZ RETIREMENT PLAN SERVICES, TIAA
2023TIAA

This plan has changed recordkeepers within these filings. If you left Melmark, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,249 · 0.14%
2023$5,840 · 0.02%
2022$2,975 · 0.01%
All plans at this employer2
MELMARK, INC. RETIREMENT PLANProfit-sharing plan
MELMARK, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Hospice & Community Care PA$42.6M · 0.17%
Butler Medical Providers PA$39.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 236399542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.