Plan Ledger DOL Form 5500 · updated monthly

Moravian Village of Bethlehem401(k)

MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN · BETHLEHEM, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Moravian Village of Bethlehem reported $1,485 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $990 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 0.56% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,497th of 3,651), and 10,759th of 11,911 in health care & social assistance. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,166,903
Participants with balances160
Active participants104
Employer contributions$102,980
Employee contributions$156,981
Employer contribution per active participant$990
Average account balance$7,293
Benefits paid to participants$217,715
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 160 accts · $103K emplr
2023$997K · 154 accts · $97K emplr
2022$625K · 154 accts · $99K emplr
Administrative expenses, itemized · 2024
Investment management$1,485
Total administrative$1,485
The Moravian Village of Bethlehem 401(k) match · 2024
Employer contribution per active participant$990
Median for plans this size$1,313
2024$990 per active participant
2023$772 per active participant
2022$926 per active participant

Moravian Village of Bethlehem'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$1,485 · 0.14%
2023$3,500 · 0.43%
2022$2,925 · 0.56%
Similar plansHealth Care & Social Assistance · Pennsylvania
Daily Dove Care PA$1.2M · 7.68%
Signallamp Health, Inc. PA$1.1M · 0.20%
Gaudenzia Drc PA$1.1M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233022262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.