Plan Ledger DOL Form 5500 · updated monthly

Philadelphia Legal Assistance403(b)

PHILADELPHIA LEGAL ASSISTANCE 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Philadelphia Legal Assistance reported $7,907 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,606 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,580th of 3,651), and 8,850th of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,560,722
Participants with balances147
Active participants97
Employer contributions$252,742
Employee contributions$542,372
Employer contribution per active participant$2,606
Average account balance$51,433
Benefits paid to participants$635,529
Plan auditDisclaimer of opinion
AuditorBRINKER SIMPSON % COMPANY LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$990
Investment management$6,917
Total administrative$7,907
Employer contributions to the Philadelphia Legal Assistance plan · 2024
Employer contribution per active participant$2,606
Median for plans this size$1,313

Philadelphia Legal Assistance's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$990
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$6,917

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

Administrative cost history1
2024$7,907 · 0.11%
Similar plansProfessional & Technical Services · Pennsylvania
Benetrends, Inc. PA$7.7M · 0.11%
Innovu, Inc. PA$7.7M · 0.00%
Havpak, Inc. PA$7.7M · 0.74%
Ipc Management Inc PA$7.4M · 0.80%
C. S. Davidson, Inc. PA$7.2M · 0.08%
Alliance Pharma, Inc. PA$7.1M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232823744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.