Plan Ledger DOL Form 5500 · updated monthly

Mount Trexler Manor, Inc.401(k)

NEW VITAE WELLNESS AND RECOVERY 401(K) RETIREMENT PLAN · LIMEPORT, PA · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Mount Trexler Manor, Inc. reported $49,008 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,551 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 0.77% to 0.93%. 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 (2,799th of 3,651), and 7,561st of 11,911 in health care & social assistance. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has shrunk from 206 to 172 since 2022.

Plan summary
Net assets, end of year$5,634,132
Participants with balances204
Active participants172
Employer contributions$266,812
Employee contributions$459,331
Employer contribution per active participant$1,551
Average account balance$27,618
Benefits paid to participants$578,153
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 204 accts · $267K emplr
2023$4.9M · 235 accts · $251K emplr
2022$3.7M · 225 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,925
Total administrative$49,008
The Mount Trexler Manor, Inc. 401(k) match · 2024
Employer contribution per active participant$1,551
Median for plans this size$1,313
2024$1,551 per active participant
2023$1,237 per active participant
2022$1,106 per active participant

Mount Trexler Manor, Inc.'s 2024 employer contribution ran above 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.

Service providers · 20242
KESTRA INVESTMENT SERVICES, LLCindirect comp
PCS RETIREMENT, LLC · Claims processingindirect comp

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

Administrative cost history3
2024$49,008 · 0.93%
2023$38,361 · 0.89%
2022$30,100 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Mazzoni Center PA$5.7M · 0.65%
Lifesteps, Inc. PA$5.6M · 0.03%
Community Nurses, Inc. PA$5.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232627394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.