Plan Ledger DOL Form 5500 · updated monthly

1UPHEALTH401(k)

1UPHEALTH 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.31%

1UPHEALTH reported $13,815 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.28% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (2,277th of 2,726), and 1,860th of 2,199 in information & media.

Plan summary
Net assets, end of year$5,413,373
Participants with balances162
Active participants123
Employer contributions—
Employee contributions$1,668,694
Employer contribution per active participant—
Average account balance$33,416
Benefits paid to participants$729,803
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.4M · 162 accts
2023$3.5M · 158 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,615
Investment management$11,200
Total administrative$13,815
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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$2,615
OSAIC WEALTH INC · Investment advisory (plan)$11,200

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history2
2024$13,815 · 0.31%
2023$7,239 · 0.28%
Same employer
Similar plansInformation & Media · Massachusetts
Yottaa, Inc. MA$5.9M · 0.12%
Leanix, Inc. MA$5.8M · 1.33%
Wellframe, Inc. MA$4.7M · 0.05%
Cleargov, Inc. MA$4.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384041133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.