Plan Ledger DOL Form 5500 · updated monthly

United Disabilities Services Foundation401(k)

UNITED DISABILITIES SERVICES FOUNDATION 401(K) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

United Disabilities Services Foundation reported $9,570 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $547 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 0.09% to 0.14%. 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 (2,586th of 3,651), and 6,663rd of 11,911 in health care & social assistance. In 2024, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,489,917
Participants with balances207
Active participants346
Employer contributions$189,240
Employee contributions$609,406
Employer contribution per active participant$547
Average account balance$36,183
Benefits paid to participants$485,070
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 207 accts · $189K emplr
2023$6.3M · 240 accts · $173K emplr
2022$5.3M · 264 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,570
Total administrative$9,570
The United Disabilities Services Foundation 401(k) match · 2024
Employer contribution per active participant$547
Median for plans this size$1,313
2024$547 per active participant
2023$430 per active participant
2022$459 per active participant

United Disabilities Services Foundation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
CONRAD SIEGEL · Recordkeeping · Pension consulting$9,570
AMERICAN CENTURY INVESTMENT MANAGEM · Investment managementindirect comp
FIDELITY MANAGEMENT & RESEARCH COMP · Investment managementindirect comp
GOLDMAN SACHS ASSET MANAGEMENT, L.P · Investment managementindirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Conrad Siegel
2023Conrad Siegel

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

Administrative cost history3
2024$9,570 · 0.14%
2023$7,882 · 0.14%
2022$5,121 · 0.09%
Similar plansHealth Care & Social Assistance · Pennsylvania
Emergycare, Inc. PA$7.7M · 0.08%
Verber Dental Group PA$7.7M · 0.35%
Willow Valley Associates PA$7.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260504792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.