Plan Ledger DOL Form 5500 · updated monthly

Pmhcc, Inc.403(b)

PMHCC, INC. 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Pmhcc, Inc. reported $141,418 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,539 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 0.30% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 825th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,946th of 11,911 in health care & social assistance. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,575,222
Participants with balances781
Active participants604
Employer contributions$2,137,453
Employee contributions$2,205,037
Employer contribution per active participant$3,539
Average account balance$60,916
Benefits paid to participants$4,991,533
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.6M · 781 accts · $2.1M emplr
2023$43.0M · 826 accts · $2.1M emplr
2022$37.0M · 820 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,418
Total administrative$141,418
Employer contributions to the Pmhcc, Inc. plan · 2024
Employer contribution per active participant$3,539
Median for plans this size$2,416
2024$3,539 per active participant
2023$3,171 per active participant
2022$3,257 per active participant

Pmhcc, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$141,417
CBIZ INVESTMENT ADVISORY SERVICES, · Investment advisory (plan)indirect comp

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$141,418 · 0.31%
2023$119,815 · 0.30%
2022$120,190 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania

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Source: U.S. Department of Labor, Form 5500 series, EIN 222851379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.