Plan Ledger DOL Form 5500 · updated monthly

Resourceful, Inc.401(k)

RESOURCEFUL, INC. PROFIT SHARING PLAN · FORT WASHINGTON, PA · plan year 2022

Reported admin expense ratio · 2022
0.09%

Resourceful, Inc. reported $10,183 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (1,959th of 3,651), and the 4,730th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$13,802,637
Participants with balances58
Active participants202
Employer contributions—
Employee contributions$174,281
Employer contribution per active participant—
Average account balance$237,977
Benefits paid to participants$191,833
Plan auditUnmodified (clean) audit opinion
AuditorSD ASSOCIATES PC
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,183 · 0.09%
Similar plansHealth Care & Social Assistance · Pennsylvania
Access Services, Inc. PA$14.1M · 0.05%
Abraxas Alliance, Inc. PA$14.0M · 0.26%
Waverly Senior Services PA$13.9M · 0.02%
Family Services of Nw PA PA$13.8M · 0.07%
Newcourtland Elder Services PA$13.3M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464778685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.