Plan Ledger DOL Form 5500 · updated monthly

Southwestern PA Human Services, Inc.403(b)

SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN · CHARLEROI, PA · plan year 2024

Reported admin expense ratio · 2024
0.00%

Southwestern PA Human Services, Inc. reported $375 in plan administrative expenses for 2024: 0.00% 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.

Across the 2 years on file its reported administrative ratio fell from 0.002% to 0.001%. 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 1,307th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,076th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$26,068,359
Participants with balances900
Active participants512
Employer contributions—
Employee contributions$1,737,170
Employer contribution per active participant—
Average account balance$28,965
Benefits paid to participants$3,116,310
Plan auditUnmodified (clean) audit opinion
AuditorZELENKOFSKE, AXELROD, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 900 accts
2023$25.2M · 818 accts · $1.7M emplr
2022$22.2M · 865 accts
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 · 20241

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$375 · 0.00%
2023$125 · 0.00%
2022$425 · 0.00%
All plans at this employer2
SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN403(b)
SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 251492288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.