Plan Ledger DOL Form 5500 · updated monthly

The Philadelphia Contributionship for the Insurance of Houses From Los401(k)

THE CONTRIBUTIONSHIP INSURANCE COMPANIES THRFIT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Philadelphia Contributionship for the Insurance of Houses From Los reported $7,466 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,065 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,145th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,361st of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,120,137
Participants with balances133
Active participants113
Employer contributions$572,331
Employee contributions$1,155,472
Employer contribution per active participant$5,065
Average account balance$233,986
Benefits paid to participants$2,164,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 133 accts · $572K emplr
2023$27.0M · 136 accts · $575K emplr
2022$22.1M · $543K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,525
Investment management$4,941
Total administrative$7,466
The The Philadelphia Contributionship for the Insurance of Houses From Los 401(k) match · 2024
Employer contribution per active participant$5,065
Median for plans this size$2,416
2024$5,065 per active participant
2023$5,322 per active participant

The Philadelphia Contributionship for the Insurance of Houses From Los's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
EMPOWER ADVISORY GROUP, LLC · Investment management$4,941

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$7,466 · 0.03%
2023$4,803 · 0.02%
2022$9,110 · 0.04%
Similar plansFinance & Insurance · Pennsylvania
The Ephrata National Bank PA$33.0M · 0.02%
The Reinvestment Fund PA$32.5M · 0.03%
E.K. McConkey & Co., Inc. PA$31.2M · 0.33%
Peoplesbank PA$31.1M · 0.07%
Honat Bancorp, Inc. PA$31.0M · 0.02%
Marquette Savings Bank PA$30.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230969320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.