Plan Ledger DOL Form 5500 · updated monthly

Pinebrook Family Answers403(b)

403(B) THRIFT PLAN OF PINEBROOK FAMILY ANSWERS · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Pinebrook Family Answers reported $1,968 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $343 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 0.02% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,899th of 3,651), and 2,325th of 3,341 in other services. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,823,940
Participants with balances145
Active participants178
Employer contributions$61,138
Employee contributions$158,860
Employer contribution per active participant$343
Average account balance$33,269
Benefits paid to participants$276,536
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 145 accts · $61K emplr
2023$4.3M · 139 accts · $62K emplr
2022$4.3M · 152 accts · $63K emplr
Employer contributions to the Pinebrook Family Answers plan · 2024
Employer contribution per active participant$343
Median for plans this size$1,313
2024$343 per active participant
2023$346 per active participant
2022$382 per active participant

Pinebrook Family Answers'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$903

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,968 · 0.04%
2023$911 · 0.02%
2022$979 · 0.02%
Similar plansOther Services · Pennsylvania
Quality Progressions PA$5.5M · 0.63%
The Arc of Chester County PA$4.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232112204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.