Plan Ledger DOL Form 5500 · updated monthly

Touchpoint, Inc.401(k)

TOUCHPOINT, INC. EMPLOYEES' 401(K) PLAN · CONCORDVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Touchpoint, Inc. reported $145,448 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,062 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 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 356th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,415th of 13,661 in manufacturing. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 865 to 777 since 2022.

Plan summary
Net assets, end of year$149,789,261
Participants with balances1,107
Active participants777
Employer contributions$3,156,336
Employee contributions$6,443,462
Employer contribution per active participant$4,062
Average account balance$135,311
Benefits paid to participants$21,793,256
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.8M · 1,107 accts · $3.2M emplr
2023$143.0M · 1,158 accts · $3.2M emplr
2022$120.6M · 1,149 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,855
Investment management$62,593
Total administrative$145,448
The Touchpoint, Inc. 401(k) match · 2024
Employer contribution per active participant$4,062
Median for plans this size$3,635
2024$4,062 per active participant
2023$3,573 per active participant
2022$3,646 per active participant

Touchpoint, Inc.'s 2024 employer contribution ran above the $3,635 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$107,864
KESTRA FINANCIAL INC · Investment management$37,500
FISHER INVESTMENTS · Investment advisory (participants)$15,838
PINE VALLEY INVESTMENTS LIMITE · Investment advisory (participants)$5,736
CHARLES SCHWAB & CO., INC · Securities brokerage$803

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$145,448 · 0.10%
2023$143,662 · 0.11%
2022$162,838 · 0.12%
Same employer
Similar plansManufacturing · Pennsylvania
Audia International, Inc. PA$163.0M · 0.05%
Trinseo, LLC PA$152.0M · 0.09%
Colorcon, Inc. PA$143.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231106740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.