Plan Ledger DOL Form 5500 · updated monthly

Advantia Health LLC401(k)

ADVANTIA HEALTH RETIREMENT PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Advantia Health LLC reported $110,111 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,235 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 fell from 0.25% to 0.24%. 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 the 507th-largest of 2,266 plans among Virginia employers on file, and the 1,923rd of 11,911 in health care & social assistance. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,126,381
Participants with balances697
Active participants571
Employer contributions$1,276,187
Employee contributions$3,136,724
Employer contribution per active participant$2,235
Average account balance$69,048
Benefits paid to participants$5,191,508
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.1M · 697 accts · $1.3M emplr
2023$43.4M · 550 accts · $1.3M emplr
2022$37.8M · 518 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,467
Investment management$93,644
Total administrative$110,111
The Advantia Health LLC 401(k) match · 2024
Employer contribution per active participant$2,235
Median for plans this size$2,416
2024$2,235 per active participant
2023$2,287 per active participant
2022$2,650 per active participant

Advantia Health LLC's 2024 employer contribution ran below 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 · 20243
MMA SECURITIES · Investment advisory (plan)$87,988
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,467
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,656

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$110,111 · 0.24%
2023$96,877 · 0.24%
2022$109,188 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Atlantic Anesthesia, Inc. VA$51.9M · 0.28%
Vistar Eye Center, Inc. VA$46.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465670849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.