Plan Ledger DOL Form 5500 · updated monthly

Allied Health Solutions, LLC401(k)

ALLIED HEALTH SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN · MORGANTOWN, WV · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Allied Health Solutions, LLC reported $35,397 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,877 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 has held roughly steady near 0.332%. 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 123rd-largest of 265 plans among West Virginia employers on file, and the 5,136th of 11,911 in health care & social assistance. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 271 to 332 since 2022.

Plan summary
Net assets, end of year$12,068,284
Participants with balances405
Active participants332
Employer contributions$623,212
Employee contributions$1,159,594
Employer contribution per active participant$1,877
Average account balance$29,798
Benefits paid to participants$875,341
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 405 accts · $623K emplr
2023$9.3M · 348 accts · $576K emplr
2022$6.4M · 341 accts · $515K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,710
Investment management$2,304
Audit (IQPA)$15,050
Total administrative$35,397
The Allied Health Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1,877
Median for plans this size$2,416
2024$1,877 per active participant
2023$2,050 per active participant
2022$1,901 per active participant

Allied Health Solutions, 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,710
BAKER TILLY US, LLP · Accounting / audit$15,050

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$35,397 · 0.33%
2023$36,772 · 0.47%
2022$21,245 · 0.33%
Similar plansHealth Care & Social Assistance · West Virginia
Commercial Holdings, LLC WV$12.0M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842421068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.