Plan Ledger DOL Form 5500 · updated monthly

Union Community Care401(k)

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Union Community Care reported $6,049 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,116 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 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,631st-largest of 3,651 plans among Pennsylvania employers on file, and the 3,957th of 11,911 in health care & social assistance. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,094,208
Participants with balances514
Active participants377
Employer contributions$797,718
Employee contributions$1,487,718
Employer contribution per active participant$2,116
Average account balance$35,203
Benefits paid to participants$778,420
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 514 accts · $798K emplr
2023$14.6M · 501 accts · $687K emplr
2022$11.6M · 537 accts · $556K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,049
Total administrative$6,049
The Union Community Care 401(k) match · 2024
Employer contribution per active participant$2,116
Median for plans this size$2,416
2024$2,116 per active participant
2023$2,064 per active participant
2022$1,541 per active participant

Union Community Care's 2024 employer contribution ran below the $2,416 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$6,049

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$6,049 · 0.04%
2023$5,114 · 0.04%
2022$3,167 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Pinnacle Ent Alliance, LLC PA$18.5M · 0.50%
Invision Human Services PA$18.4M · 0.52%
Windber Medical Center PA$17.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231909490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.