Plan Ledger DOL Form 5500 · updated monthly

Rheumatic Disease Associates, LTD.401(k)

RHEUMATIC DISEASE ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN · WILLOW GROVE, PA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Rheumatic Disease Associates, LTD. reported $39,629 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $7,538 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.

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 1,753rd-largest of 3,651 plans among Pennsylvania employers on file, and the 4,277th of 11,911 in health care & social assistance. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,161,305
Participants with balances164
Active participants81
Employer contributions$610,553
Employee contributions$470,179
Employer contribution per active participant$7,538
Average account balance$98,545
Benefits paid to participants$334,765
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,214
Investment management$18,415
Total administrative$39,629
The Rheumatic Disease Associates, LTD. 401(k) match · 2024
Employer contribution per active participant$7,538
Median for plans this size$2,416

Rheumatic Disease Associates, LTD.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
THE VANGUARD GROUP · Contract administrator · Recordkeeping$12,289
KATHMERE CAPITAL MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$19,414

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

Administrative cost history1
2024$39,629 · 0.27%
Similar plansHealth Care & Social Assistance · Pennsylvania
Grace Inspired Ministries PA$16.3M · 0.54%
Laurel Eye Clinic Group PA$16.1M · 0.44%
Titusville Area Hospital PA$16.0M · 0.12%
Goodwill Keystone Area PA$16.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232003199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.