Plan Ledger DOL Form 5500 · updated monthly

The Vista School401(k)

VISTA SCHOOL 401(K) P/S PLAN · HERSHEY, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

The Vista School reported $43,764 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,224 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 0.89% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,526th of 3,651), and 8,686th of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 256 to 325 since 2022.

Plan summary
Net assets, end of year$8,009,956
Participants with balances519
Active participants325
Employer contributions$397,700
Employee contributions$822,719
Employer contribution per active participant$1,224
Average account balance$15,433
Benefits paid to participants$503,003
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 519 accts · $398K emplr
2023$6.3M · 560 accts · $318K emplr
2022$5.1M · 492 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,396
Investment management$1,000
Audit (IQPA)$4,368
Total administrative$43,764
The The Vista School 401(k) match · 2024
Employer contribution per active participant$1,224
Median for plans this size$1,313
2024$1,224 per active participant
2023$1,068 per active participant
2022$1,288 per active participant

The Vista School'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 · 20242
PA RETIREMENT SOLUTIONS, INC.$14,892
LPL FINANCIAL CORPORATIONindirect comp

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$43,764 · 0.61%
2023$30,788 · 0.54%
2022$51,196 · 0.89%
Similar plansProfessional & Technical Services · Pennsylvania
Sdlc Management, Inc. PA$8.1M · 0.75%
Slipstream IT, LLC PA$8.1M · 0.91%
Dvsport, Inc. PA$8.0M · 0.13%
Vitalyst, LLC PA$7.8M · 0.70%
Benetrends, Inc. PA$7.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251865368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.