Plan Ledger DOL Form 5500 · updated monthly

Primary Care Health Servcies, Inc.403(b)

PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN · PITTSBURGH, PA · plan year 2023

Reported admin expense ratio · 2023
0.63%

Primary Care Health Servcies, Inc. reported $36,427 in plan administrative expenses for 2023: 0.63% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio fell from 0.90% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,727th of 3,651), and 7,285th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,134,645
Participants with balances94
Active participants117
Employer contributions—
Employee contributions$274,662
Employer contribution per active participant—
Average account balance$65,262
Benefits paid to participants$1,004,169
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.1M · 94 accts
2022$5.5M · 104 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,427
Total administrative$36,427
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
LPL FINANCIAL - RP · Investment advisory (plan)$19,481
M2B RETIREMENT CONSULTING · Contract administrator · Plan administrator$2,101

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

Administrative cost history2
2023$36,427 · 0.63%
2022$47,825 · 0.90%
Similar plansHealth Care & Social Assistance · Pennsylvania
Adsc Holdings, Inc. PA$6.3M · 0.82%
Child Development, Inc. PA$6.3M · 0.05%
Homestead Village, Inc PA$6.2M · 0.48%
Hamilton Health Center PA$6.2M · 0.75%
Malvern Health, Inc. PA$6.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251300356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.