Plan Ledger DOL Form 5500 · updated monthly

Pleasant View Retirement Community403(b)

PLEASANT VIEW RETIREMENT COMMUNITY 403(B) PLAN · MANHEIM, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Pleasant View Retirement Community reported $12,559 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $915 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 0.03% to 0.13%. 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 (2,323rd of 3,651), and the 5,822nd of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 224 to 254 since 2022.

Plan summary
Net assets, end of year$9,646,250
Participants with balances204
Active participants254
Employer contributions$232,314
Employee contributions$473,825
Employer contribution per active participant$915
Average account balance$47,286
Benefits paid to participants$1,575,283
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 204 accts · $232K emplr
2023$9.2M · 207 accts · $222K emplr
2022$7.6M · 189 accts · $218K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,099
Investment management$460
Total administrative$12,559
Employer contributions to the Pleasant View Retirement Community plan · 2024
Employer contribution per active participant$915
Median for plans this size$1,313
2024$915 per active participant
2023$958 per active participant
2022$975 per active participant

Pleasant View Retirement Community's 2024 employer contribution ran below 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
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$11,579

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$12,559 · 0.13%
2023$2,200 · 0.03%
2022$2,800 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Fairmount Homes PA$9.8M · 1.17%
Drugscan, Inc. PA$9.7M · 0.55%
Visioncorps PA$9.7M · 1.28%
Familylinks Inc. PA$9.6M · 0.83%
The Kintock Group Inc. PA$9.6M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231869182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.