Plan Ledger DOL Form 5500 · updated monthly

The Shadowfax Corporation403(b)

THE SHADOWFAX CORPORATION 403(B) PLAN · YORK, PA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

The Shadowfax Corporation reported $59,131 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,160 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 0.68% to 0.76%. 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 (2,476th of 3,651), and 6,288th of 11,911 in health care & social assistance. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,399,130
Participants with balances176
Active participants203
Employer contributions$235,403
Employee contributions$436,425
Employer contribution per active participant$1,160
Average account balance$47,722
Benefits paid to participants$571,529
Plan auditDisclaimer of opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 176 accts · $235K emplr
2023$7.1M · 172 accts · $254K emplr
2022$6.0M · 186 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,131
Total administrative$59,131
Employer contributions to the The Shadowfax Corporation plan · 2024
Employer contribution per active participant$1,160
Median for plans this size$1,313
2024$1,160 per active participant
2023$907 per active participant
2022$971 per active participant

The Shadowfax Corporation'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 · 20245
LPL FINANCIAL · Investment advisory (plan)$18,587
PA RETIREMENT SOLUTIONS · Contract administrator$6,422
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$3,718
EMPOWER ADVISORY GROUP, LLC · Investment management$1,579

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$59,131 · 0.76%
2023$48,337 · 0.74%
2022$38,312 · 0.68%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Fayette Resources, Inc. PA$8.4M · 1.05%
The Bradley Center PA$8.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232368549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.