Plan Ledger DOL Form 5500 · updated monthly

West Philadelphia Community Mental Health Consortium, Inc.403(b)

THE CONSORTIUM 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
1.16%

West Philadelphia Community Mental Health Consortium, Inc. reported $39,230 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~75% of peers. 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 has held roughly steady near 1.163%. 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 (3,102nd of 3,651), and 8,895th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,528,800
Participants with balances101
Active participants238
Employer contributions—
Employee contributions$152,926
Employer contribution per active participant—
Average account balance$34,939
Benefits paid to participants$173,515
Plan auditUnmodified (clean) audit opinion
AuditorTHE FINANCIAL CONSULTING FIRM, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 101 accts
2023$3.2M · 106 accts
2022$3.1M · 149 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,230
Total administrative$39,230
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 · 20243
NATIONWIDE · Recordkeeping · Loan processing$16,799
DELAWARE VALLEY RETIREMENT, INC. · Recordkeeping · Loan processing$4,387
ALLIANT RETIREMENT CONSULTING · Investment advisory (plan)$17,871

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

Recordkeeper by year2
2024DELAWARE VALLEY RETIREMENT, INC., Nationwide
2023DELAWARE VALLEY RETIREMENT, INC., Nationwide

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

Administrative cost history3
2024$39,230 · 1.16%
2023$38,713 · 1.23%
2022$39,951 · 1.16%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Children's Home of York PA$3.6M · 0.07%
Stacy Lane, D.O., LLC PA$3.5M · 0.49%
Bethany Childrens Home PA$3.4M · 0.67%
Lifeswork of Western PA PA$3.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231744721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.