Plan Ledger DOL Form 5500 · updated monthly

Whitemarsh Continuing Care Community403(b)

THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN · LAFAYETTE HILL, PA · plan year 2025

Reported admin expense ratio · 2025
0.69%

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

Whitemarsh Continuing Care Community reported $84,532 in plan administrative expenses for 2025: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,106 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 fell from 0.85% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,049th of 3,651), and the 1,430th of 3,341 in other services. In 2025, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 315 to 365 since 2022.

Plan summary
Net assets, end of year$12,700,622
Participants with balances374
Active participants365
Employer contributions$403,809
Employee contributions$1,130,834
Employer contribution per active participant$1,106
Average account balance$33,959
Benefits paid to participants$2,336,795
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.7M · 374 accts · $404K emplr
2024$11.8M · 341 accts · $361K emplr
2023$9.7M · 336 accts · $275K emplr
2022$7.9M · 317 accts · $245K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$45,755
Investment management$38,777
Total administrative$84,532
Employer contributions to the Whitemarsh Continuing Care Community plan · 2025
Employer contribution per active participant$1,106
Median for plans this size$2,666
2025$1,106 per active participant
2024$1,058 per active participant
2023$830 per active participant
2022$777 per active participant

Whitemarsh Continuing Care Community's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
BENEFIT PLANS ADMINISTRATIVE SERVIC · Recordkeeping · Custodial$45,755
THE HAVERFORD TRUST COMPANY · Investment advisory (participants) · Investment advisory (plan)$38,777

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

Recordkeeper by year3
2025BENEFIT PLANS ADMINISTRATIVE SERVIC
2024BENEFIT PLANS ADMINISTRATIVE SERVIC
2023BENEFIT PLANS ADMINISTRATIVE SERVIC

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

Administrative cost history4
2025$84,532 · 0.69%
2024$96,108 · 0.89%
2023$78,845 · 0.90%
2022$70,075 · 0.85%
Same employer
Similar plansOther Services · Pennsylvania
Lacarte Enterprises Inc PA$13.2M · 0.26%
Paris Cleaners, Inc. PA$11.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830344521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.