Plan Ledger DOL Form 5500 · updated monthly

Supports Coordination Group LLC401(k)

PA HEALTH MANAGEMENT 401(K) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
1.86%

Supports Coordination Group LLC reported $28,040 in plan administrative expenses for 2024: 1.86% of average plan assets, higher than ~90% 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 2.83% to 1.86%. 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 (3,351st of 3,651), and 10,053rd of 11,911 in health care & social assistance. active participation has grown from 423 to 1,455 since 2022.

Plan summary
Net assets, end of year$1,997,442
Participants with balances1,293
Active participants1,455
Employer contributions—
Employee contributions$1,089,190
Employer contribution per active participant—
Average account balance$1,545
Benefits paid to participants$278,904
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 1,293 accts
2023$1.0M · 635 accts
2022$572K · 430 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,834
Investment management$5,206
Total administrative$28,040
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$22,834
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$5,206

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

Recordkeeper by year2
2024ADP, Raymond James
2023ADP

This plan has changed recordkeepers within these filings. If you left Supports Coordination Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,040 · 1.86%
2023$18,199 · 2.29%
2022$11,213 · 2.83%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Anytime Home Care, Inc. PA$2.0M · 0.05%
Senior Health Solutions PA$1.9M · 0.61%
Grane Healthcare Company PA$1.9M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461572983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.