Plan Ledger DOL Form 5500 · updated monthly

Norris Square Community Alliance401(k)

NORRIS SQUARE COMMUNITY ALLIANCE 401(K) PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Norris Square Community Alliance reported $415 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $392 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (3,626th of 3,651), and 3,291st of 3,341 in other services. In 2022, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,754
Participants with balances17
Active participants97
Employer contributions$38,040
Employee contributions$61,032
Employer contribution per active participant$392
Average account balance$5,162
Benefits paid to participants$9,598
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$415
Total administrative$415
The Norris Square Community Alliance 401(k) match · 2022
Employer contribution per active participant$392
Median for plans this size$331

Norris Square Community Alliance's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$415 · 0.47%
Same employer
Similar plansOther Services · Pennsylvania
Alpha Female Fitness, LLC PA$320K · 0.06%
Aey, LLC AK$104K · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 239233412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.