Plan Ledger DOL Form 5500 · updated monthly

Threshold Rehabilitation Services, Inc.401(k)

THRESHOLD REHABILITATION SERVICES, INC. 401(K) RETIREMENT PLAN · READING, PA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Threshold Rehabilitation Services, Inc. reported $16,974 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,122 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 0.20% to 0.18%. 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 (2,283rd of 3,651), and the 5,692nd of 11,911 in health care & social assistance. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 276 to 325 since 2022.

Plan summary
Net assets, end of year$10,021,676
Participants with balances412
Active participants325
Employer contributions$364,586
Employee contributions$792,281
Employer contribution per active participant$1,122
Average account balance$24,324
Benefits paid to participants$810,925
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY, INC
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 412 accts · $365K emplr
2023$8.6M · 380 accts · $349K emplr
2022$7.8M · 384 accts · $332K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,698
Investment management$2,276
Total administrative$16,974
The Threshold Rehabilitation Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,122
Median for plans this size$1,313
2024$1,122 per active participant
2023$1,182 per active participant
2022$1,202 per active participant

Threshold Rehabilitation Services, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,698

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$16,974 · 0.18%
2023$15,626 · 0.19%
2022$14,097 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Aadvantage, Inc. PA$10.2M · 0.10%
Mainstay Life Services PA$10.1M · 0.63%
Passavant Memorial Homes PA$10.0M · 0.95%
Accord Health Service, Inc. PA$10.0M · 0.36%
Fairmount Homes PA$9.8M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231681448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.