Plan Ledger DOL Form 5500 · updated monthly

Pcc Community Wellness Center403(b)

PCC COMMUNITY WELLNESS CENTER 403(B) PLAN · OAK PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.73%

Pcc Community Wellness Center reported $114,319 in plan administrative expenses for 2024: 0.73% of average plan assets, higher than ~90% of peers. 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 0.62% to 0.73%. 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 among the smaller plans on file in Illinois (1,869th of 3,702), and the 4,131st of 11,911 in health care & social assistance. active participation has grown from 523 to 609 since 2022.

Plan summary
Net assets, end of year$17,014,916
Participants with balances430
Active participants609
Employer contributions—
Employee contributions$1,419,387
Employer contribution per active participant—
Average account balance$39,570
Benefits paid to participants$605,935
Plan auditUnmodified (clean) audit opinion
AuditorCRAY, KAISER, LLD
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 430 accts
2023$14.3M · 395 accts
2022$11.6M · 315 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,319
Total administrative$114,319
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
TRIAD INS INCindirect comp
OSAIC WEALTH, INC.indirect comp
HORNER, TOENSEND & KENT, LLCindirect 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$114,319 · 0.73%
2023$90,698 · 0.70%
2022$77,823 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Greater Family Health IL$17.6M · 0.06%
Midwest Medical Center IL$17.4M · 0.22%
Pediatric Health Associates IL$16.7M · 0.19%
Smith Senior Living IL$16.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363828320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.