Plan Ledger DOL Form 5500 · updated monthly

Special People in Northeast, Inc.403(b)

SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Special People in Northeast, Inc. reported $214,518 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,273 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 0.49% to 0.45%. 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 775th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,858th of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,719,840
Participants with balances760
Active participants1,072
Employer contributions$1,364,134
Employee contributions$2,086,706
Employer contribution per active participant$1,273
Average account balance$66,737
Benefits paid to participants$5,974,935
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.7M · 760 accts · $1.4M emplr
2023$45.0M · 786 accts · $1.3M emplr
2022$36.8M · 803 accts · $1.4M emplr
Employer contributions to the Special People in Northeast, Inc. plan · 2024
Employer contribution per active participant$1,273
Median for plans this size$2,416
2024$1,273 per active participant
2023$1,229 per active participant
2022$1,248 per active participant

Special People in Northeast, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
BENEFIT PLANS ADMIN SERVICES, INC. · Recordkeeping · Custodial (securities)$93,781

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES, INC.
2023BENEFIT PLANS ADMIN SERVICES, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$214,518 · 0.45%
2023$198,143 · 0.48%
2022$196,951 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Guardian Healthcare PA$50.7M · 0.39%
Pmhcc, Inc. PA$47.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231742920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.