Plan Ledger DOL Form 5500 · updated monthly

American Health Foundation, Inc.403(b)

AMERICAN HEALTH FOUNDATION 403(B) RETIREMENT SAVINGS PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

American Health Foundation, Inc. reported $8,721 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $377 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 0.19% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,256th of 3,295), and 6,714th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 503 to 604 since 2022.

Plan summary
Net assets, end of year$7,341,320
Participants with balances175
Active participants604
Employer contributions$227,928
Employee contributions$415,423
Employer contribution per active participant$377
Average account balance$41,950
Benefits paid to participants$1,230,289
Plan auditDisclaimer of opinion
AuditorHHH CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 175 accts · $228K emplr
2023$7.0M · 171 accts · $219K emplr
2022$5.9M · 169 accts · $208K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,721
Total administrative$8,721
Employer contributions to the American Health Foundation, Inc. plan · 2024
Employer contribution per active participant$377
Median for plans this size$1,313
2024$377 per active participant
2023$394 per active participant
2022$414 per active participant

American Health Foundation, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$8,721

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$8,721 · 0.12%
2023$6,664 · 0.10%
2022$12,207 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Ohio

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Source: U.S. Department of Labor, Form 5500 series, EIN 311237141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.