Plan Ledger DOL Form 5500 · updated monthly

Tel Hai Retirement Community401(k)

TEL HAI RETIREMENT COMMUNITY 401(K) PLAN · HONEY BROOK, PA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Tel Hai Retirement Community reported $80,423 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,216 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 0.50% to 0.54%. 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 1,811th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,397th of 11,911 in health care & social assistance. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,423,675
Participants with balances213
Active participants300
Employer contributions$364,702
Employee contributions$723,688
Employer contribution per active participant$1,216
Average account balance$72,412
Benefits paid to participants$1,329,203
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 213 accts · $365K emplr
2023$14.2M · 217 accts · $335K emplr
2022$12.3M · 218 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,490
Investment management$57,236
Trustee / custodial$2,892
Total administrative$80,423
The Tel Hai Retirement Community 401(k) match · 2024
Employer contribution per active participant$1,216
Median for plans this size$2,416
2024$1,216 per active participant
2023$1,194 per active participant
2022$1,254 per active participant

Tel Hai Retirement Community'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 · 20242
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$19,490
COMPREHENSIVE FINANCIAL PLANNING, I · Investment advisory (plan)$57,236

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$80,423 · 0.54%
2023$70,403 · 0.53%
2022$58,876 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Upmc Altoona PA$15.7M · 0.46%
Lehigh Valley Imaging, LLC PA$15.6M · 0.51%
Waverly Senior Services PA$15.3M · 0.03%
Ccn America, LP PA$15.3M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232039189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.