Plan Ledger DOL Form 5500 · updated monthly

Person Directed Supports, Inc.401(k)

PERSON DIRECTED SUPPORTS 401(K) PLAN · WHITEHALL, PA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Person Directed Supports, Inc. reported $52,264 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,431 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 0.73% to 0.62%. 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 (2,342nd of 3,651), and the 5,866th of 11,911 in health care & social assistance. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 306 to 362 since 2022.

Plan summary
Net assets, end of year$9,506,575
Participants with balances210
Active participants362
Employer contributions$517,936
Employee contributions$1,074,305
Employer contribution per active participant$1,431
Average account balance$45,269
Benefits paid to participants$502,552
Plan auditUnmodified (clean) audit opinion
AuditorMAHER DUESSEL
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 210 accts · $518K emplr
2023$7.4M · 170 accts · $395K emplr
2022$6.0M · 175 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,278
Investment management$36,986
Trustee / custodial$1,000
Total administrative$52,264
The Person Directed Supports, Inc. 401(k) match · 2024
Employer contribution per active participant$1,431
Median for plans this size$1,313
2024$1,431 per active participant
2023$1,238 per active participant
2022$1,263 per active participant

Person Directed Supports, 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 · 20241
FULTON BANK · Recordkeeping · Consulting$52,264

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

Recordkeeper by year2
2024FULTON BANK
2023FULTON BANK

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

Administrative cost history3
2024$52,264 · 0.62%
2023$42,976 · 0.64%
2022$41,151 · 0.73%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Familylinks Inc. PA$9.6M · 0.83%
The Kintock Group Inc. PA$9.6M · 0.65%
Blueprints PA$9.4M · 0.39%
Saint Mary's Home of Erie PA$9.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233039587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.