Plan Ledger DOL Form 5500 · updated monthly

The Behavioral Wellness Center at GirardDC plan

THE BEHAVIORAL WELLNESS CENTER AT GIRARD 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

The Behavioral Wellness Center at Girard reported $10,476 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $2,258 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 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 (3,215th of 3,651), and 9,414th of 11,911 in health care & social assistance. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,793,011
Participants with balances177
Active participants127
Employer contributions$286,714
Employee contributions$868,734
Employer contribution per active participant$2,258
Average account balance$15,780
Benefits paid to participants$141,148
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH AND BROWN PC
Plan history2
Yearassets · accounts · employer contribution
2024$2.8M · 177 accts · $287K emplr
2023$1.5M · 148 accts · $406K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,476
Total administrative$10,476
Employer contributions to the The Behavioral Wellness Center at Girard plan · 2024
Employer contribution per active participant$2,258
Median for plans this size$1,313
2024$2,258 per active participant
2023$2,880 per active participant

The Behavioral Wellness Center at Girard's 2024 employer contribution ran above 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 · 20243
NATIONWIDE$7,961
ADMIN PARTNERS, LLC$5,123
IRON FIDUCIARY$1,100

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

Administrative cost history2
2024$10,476 · 0.48%
2023Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Tyrone Hospital PA$2.8M · 1.32%
Hoffman Homes, Inc. PA$2.7M · 0.95%
Pennsylvania Ambulance PA$2.6M · 1.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232610538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.