Plan Ledger DOL Form 5500 · updated monthly

Science History Institute403(b)

SCIENCE HISTORY INSTITUTE 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Science History Institute reported $11,691 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,746 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 fell from 0.11% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (1,895th of 3,651), and 6,697th of 11,654 in professional & technical services. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,499,488
Participants with balances223
Active participants72
Employer contributions$269,745
Employee contributions$435,565
Employer contribution per active participant$3,746
Average account balance$65,020
Benefits paid to participants$774,308
Plan auditUnmodified (clean) audit opinion
AuditorMORISON COGEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 223 accts · $270K emplr
2023$13.0M · 221 accts · $282K emplr
2022$11.7M · 243 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,691
Total administrative$11,691
The Science History Institute 401(k) match · 2024
Employer contribution per active participant$3,746
Median for plans this size$2,416
2024$3,746 per active participant
2023$4,026 per active participant
2022$3,834 per active participant

Science History Institute'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.

Administrative cost history3
2024$11,691 · 0.08%
2023$12,554 · 0.10%
2022$12,381 · 0.11%
Similar plansProfessional & Technical Services · Pennsylvania
Schell Games, LLC PA$14.8M · 0.22%
Rizzo International, Inc. PA$14.7M · 0.09%
Brownstein Group, Inc. PA$14.4M · 0.66%
Property Management, Inc. PA$14.4M · 0.49%
Almirall LLC PA$14.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222817365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.