Plan Ledger DOL Form 5500 · updated monthly

Supportive Behavioral Resources, Inc.DC plan

SAFE HARBOR 401K PROFIT SHARING PLAN FOR EMPLOYEES OF SUPPORTIVE BEHAVIORAL RESOURCES, INC. · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Supportive Behavioral Resources, Inc. reported $1,695 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $684 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 rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,772nd of 3,651), and 7,461st of 11,911 in health care & social assistance. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 169 to 298 since 2022.

Plan summary
Net assets, end of year$5,815,986
Participants with balances252
Active participants298
Employer contributions$203,922
Employee contributions$322,586
Employer contribution per active participant$684
Average account balance$23,079
Benefits paid to participants$304,747
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 252 accts · $204K emplr
2023$5.0M · 168 accts · $189K emplr
2022$4.0M · 160 accts · $156K emplr
Employer contributions to the Supportive Behavioral Resources, Inc. plan · 2024
Employer contribution per active participant$684
Median for plans this size$1,313
2024$684 per active participant
2023$736 per active participant
2022$924 per active participant

Supportive Behavioral Resources, Inc.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,357

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,695 · 0.03%
2023$851 · 0.02%
2022$868 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Laurel View Village PA$6.0M · 0.23%
Shared Support Inc. PA$5.9M · 0.53%
Longwood at Oakmont, Inc. PA$5.9M · 0.45%
Xanitos Inc. PA$5.9M · 1.01%
Mazzoni Center PA$5.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232786009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.