Plan Ledger DOL Form 5500 · updated monthly

Philadelphia Urgent Care Management, Inc401(k)

PHILADELPHIA URGENT CARE MANAGEMENT 401(K) · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

Philadelphia Urgent Care Management, Inc reported $35,530 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $307 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 rose from 0.99% to 1.39%. 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 (3,208th of 3,651), and 9,389th of 11,911 in health care & social assistance. In 2024, employees put in $9.60 for every $1.00 the employer contributed; active participation has grown from 174 to 209 since 2022.

Plan summary
Net assets, end of year$2,829,722
Participants with balances276
Active participants209
Employer contributions$64,103
Employee contributions$615,542
Employer contribution per active participant$307
Average account balance$10,253
Benefits paid to participants$441,270
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 276 accts · $64K emplr
2023$2.3M · 234 accts · $48K emplr
2022$1.8M · 181 accts · $72K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,397
Investment management$11,133
Total administrative$35,530
The Philadelphia Urgent Care Management, Inc 401(k) match · 2024
Employer contribution per active participant$307
Median for plans this size$1,313
2024$307 per active participant
2023$250 per active participant
2022$413 per active participant

Philadelphia Urgent Care Management, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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. · Recordkeeping · Loan processing$24,397
SUMMIT GROUP RETIREMENT PLANNERS · Investment advisory (plan)$11,133

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$35,530 · 1.39%
2023$25,748 · 1.26%
2022$17,549 · 0.99%
Similar plansHealth Care & Social Assistance · Pennsylvania
Grove Manor PA$3.0M · 1.46%
Tyrone Hospital PA$2.8M · 1.32%
Hoffman Homes, Inc. PA$2.7M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811422787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.