Plan Ledger DOL Form 5500 · updated monthly

Pchp Medical Services Organization401(k)

PCHP 401(K)PLAN · WILLISTON, VT · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Pchp Medical Services Organization reported $65,972 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,798 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 0.34% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 83rd-largest of 230 plans among Vermont employers on file, and the 550th of 2,534 in administrative & support services. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,873,018
Participants with balances200
Active participants157
Employer contributions$439,339
Employee contributions$1,082,148
Employer contribution per active participant$2,798
Average account balance$114,365
Benefits paid to participants$1,728,531
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.9M · 200 accts · $439K emplr
2023$20.3M · 218 accts · $389K emplr
2022$16.6M · 189 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,972
Investment management$27,000
Total administrative$65,972
The Pchp Medical Services Organization 401(k) match · 2024
Employer contribution per active participant$2,798
Median for plans this size$2,416
2024$2,798 per active participant
2023$2,627 per active participant
2022$1,889 per active participant

Pchp Medical Services Organization's 2024 employer contribution ran above the $2,416 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 · 20243
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$27,000
EMPOWER ADVISORY GROUP, LLC · Investment managementindirect 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$65,972 · 0.31%
2023$58,572 · 0.32%
2022$57,803 · 0.34%
Same employer
Similar plansAdministrative & Support Services · Vermont
Casella Waste Systems, Inc. VT$160.9M · 0.21%
Iris Telehealth, Inc TX$22.9M · 0.36%
Diverzify Intermediate LLC IL$22.9M · 0.24%
Amawaterways, LLC CA$22.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030362571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.