Plan Ledger DOL Form 5500 · updated monthly

Westmoreland Casemanagement and Supports, Inc.403(b)

WESTMORELAND CASEMANAGEMENT AND SUPPORTS, INC. EMPLOYEE'S PENSION PLAN · GREENBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Westmoreland Casemanagement and Supports, Inc. reported $85,275 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,446 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 0.01% to 0.62%. 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 among the smaller plans on file in Pennsylvania (1,890th of 3,651), and the 4,585th of 11,911 in health care & social assistance. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,571,266
Participants with balances311
Active participants231
Employer contributions$565,121
Employee contributions$800,489
Employer contribution per active participant$2,446
Average account balance$46,853
Benefits paid to participants$1,385,002
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 311 accts · $565K emplr
2023$13.0M · 319 accts · $443K emplr
2022$13.4M · 419 accts · $537K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,275
Total administrative$85,275
Employer contributions to the Westmoreland Casemanagement and Supports, Inc. plan · 2024
Employer contribution per active participant$2,446
Median for plans this size$2,416
2024$2,446 per active participant
2023$1,935 per active participant
2022$2,420 per active participant

Westmoreland Casemanagement and Supports, Inc.'s 2024 employer contribution ran above 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 · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$81,125
M2B RETIREMENT CONSULTING, LLC · Contract administrator · Other services$4,150
EDWARD JONES & CO LP · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$85,275 · 0.62%
2023$82,160 · 0.62%
2022$778 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Eagleville Hospital PA$14.8M · 0.29%
Philadelphia Fight PA$14.5M · 0.01%
Access Services, Inc. PA$14.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251732657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.