Plan Ledger DOL Form 5500 · updated monthly

Visioncorps403(b)

VISIONCORPS TAX SHELTER ANNUITY PLAN · LANCASTER, PA · plan year 2025

Reported admin expense ratio · 2025
1.28%

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

Visioncorps reported $112,078 in plan administrative expenses for 2025: 1.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,581 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 3 years on file its reported administrative ratio rose from 0.83% to 1.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,320th of 3,651), and the 5,810th of 11,911 in health care & social assistance. In 2025, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 151 to 201 since 2022.

Plan summary
Net assets, end of year$9,680,366
Participants with balances233
Active participants201
Employer contributions$518,719
Employee contributions$618,031
Employer contribution per active participant$2,581
Average account balance$41,547
Benefits paid to participants$644,876
Plan auditUnmodified (clean) audit opinion
AuditorMCKONLY & ASBURY
Plan history4
Yearassets · accounts · employer contribution
2025$9.7M · 233 accts · $519K emplr
2024$7.9M · 237 accts · $497K emplr
2023$8.8M · 213 accts · $373K emplr
2022$7.1M · 177 accts · $376K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$112,078
Total administrative$112,078
Employer contributions to the Visioncorps plan · 2025
Employer contribution per active participant$2,581
Median for plans this size$1,464
2025$2,581 per active participant
2024$2,459 per active participant
2023$2,194 per active participant
2022$2,493 per active participant

Visioncorps's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
DUNBAR BENDER & ZAPF INC. · Contract administrator$44,094

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

Administrative cost history4
2025$112,078 · 1.28%
2024$59,045 · 0.71%
2023$51,332 · 0.65%
2022$62,956 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Fairmount Homes PA$9.8M · 1.17%
Drugscan, Inc. PA$9.7M · 0.55%
Familylinks Inc. PA$9.6M · 0.83%
The Kintock Group Inc. PA$9.6M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.