Plan Ledger DOL Form 5500 · updated monthly

Overbrook Friedlander Programs403(b)

OVERBROOK FRIEDLANDER PROGRAMS 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
1.48%

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

Overbrook Friedlander Programs reported $47,944 in plan administrative expenses for 2024: 1.48% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,165 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 1.70% to 1.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (3,114th of 3,651), and 2,580th of 3,341 in other services. In 2024, the employer put in $1.54 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,410,211
Participants with balances126
Active participants91
Employer contributions$196,985
Employee contributions$127,771
Employer contribution per active participant$2,165
Average account balance$27,065
Benefits paid to participants$244,146
Plan auditUnmodified (clean) audit opinion
AuditorTAIT, WELLER & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 126 accts · $197K emplr
2023$3.1M · 129 accts · $202K emplr
2022$2.4M · 134 accts · $189K emplr
Administrative expenses, itemized · 2024
Investment management$47,944
Total administrative$47,944
Employer contributions to the Overbrook Friedlander Programs plan · 2024
Employer contribution per active participant$2,165
Median for plans this size$1,313
2024$2,165 per active participant
2023$2,102 per active participant
2022$1,927 per active participant

Overbrook Friedlander Programs'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 · 20244
NATIONWIDE FINANCIAL · Recordkeeping$3,090
NFP RETIREMENT INC. · Securities brokerage$27,778
NFP · Plan administrator · Investment advisory (plan)$12,716
BRINKER CAPITAL INVESTMENTS · Investment advisory (participants)$5,043

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,944 · 1.48%
2023$47,841 · 1.74%
2022$43,921 · 1.70%
Similar plansOther Services · Pennsylvania
Benchmark Therapies, Inc. PA$3.6M · 0.56%
Classic Coachwork, Inc. PA$3.6M · 0.01%
Nueva Esperanza, Inc. PA$3.3M · 0.92%
The Arc of Butler County PA$3.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232469202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.