Plan Ledger DOL Form 5500 · updated monthly

Stoneridge Retirement Living Communities401(k)

STONERIDGE RETIREMENT LIVING COMMUNITIES 401K PLAN · MYERSTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Stoneridge Retirement Living Communities reported $13,806 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $953 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 0.13% to 0.11%. 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 among the smaller plans on file in Pennsylvania (2,015th of 3,651), and the 4,901st of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,042,396
Participants with balances403
Active participants320
Employer contributions$304,850
Employee contributions$642,681
Employer contribution per active participant$953
Average account balance$32,363
Benefits paid to participants$1,527,419
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 403 accts · $305K emplr
2023$12.2M · 422 accts · $324K emplr
2022$10.9M · 416 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,924
Investment management$4,882
Total administrative$13,806
The Stoneridge Retirement Living Communities 401(k) match · 2024
Employer contribution per active participant$953
Median for plans this size$2,416
2024$953 per active participant
2023$1,132 per active participant
2022$1,236 per active participant

Stoneridge Retirement Living Communities'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

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$13,806 · 0.11%
2023$15,551 · 0.13%
2022$16,125 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Newcourtland Elder Services PA$13.3M · 0.84%
Project Home PA$13.0M · 1.05%
Barc Developmental Services PA$13.0M · 0.76%
Inspiritec, Inc. PA$13.0M · 1.39%
Carson Valley Childrens Aid PA$12.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208424515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.