Plan Ledger DOL Form 5500 · updated monthly

Stephen G. Diamantoni & Associates Family Practice401(k)

STEPHEN G. DIAMANTONI & ASSOCIATES 401(K) PLAN · LANCASTER, PA · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Stephen G. Diamantoni & Associates Family Practice reported $20,251 in plan administrative expenses for 2022: 0.36% of average plan assets, below the peer median. Employer contributions averaged $260 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,042nd of 3,651), and 8,629th of 11,911 in health care & social assistance. In 2022, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,888,241
Participants with balances68
Active participants155
Employer contributions$40,247
Employee contributions$89,879
Employer contribution per active participant$260
Average account balance$57,180
Benefits paid to participants$2,434,258
Plan auditUnmodified (clean) audit opinion
AuditorFAW, CASSON & CO
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,982
Investment management$9,269
Total administrative$20,251
The Stephen G. Diamantoni & Associates Family Practice 401(k) match · 2022
Employer contribution per active participant$260
Median for plans this size$1,114

Stephen G. Diamantoni & Associates Family Practice's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,251 · 0.36%
Similar plansHealth Care & Social Assistance · Pennsylvania
Maybrook-C Opco Holdings PA$3.9M · 1.13%
Self Help Movement Inc. PA$3.9M · 0.59%
Kelsch Associates, Inc. PA$3.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232687271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.