Plan Ledger DOL Form 5500 · updated monthly

Annuity Health Holdings LLC401(k)

ANNUITY HEALTH HOLDINGS LLC, 401(K) RETIREMENT SAVINGS PLAN · COLUMBIA, SC · plan year 2024

Reported admin expense ratio · 2024
1.20%

Annuity Health Holdings LLC reported $48,968 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. 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 rose from 1.10% to 1.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in South Carolina (597th of 807), and 1,558th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$4,137,536
Participants with balances241
Active participants448
Employer contributions—
Employee contributions$444,708
Employer contribution per active participant—
Average account balance$17,168
Benefits paid to participants$751,936
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 241 accts
2023$4.0M · 269 accts
2022$3.2M · 265 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,534
Investment management$16,434
Total administrative$48,968
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$32,534
FIRST CITIZENS BANK AND TRUST COMPA · Investment advisory (plan)$16,434

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$48,968 · 1.20%
2023$39,234 · 1.09%
2022$38,027 · 1.10%
Same employer
Similar plansAdministrative & Support Services · South Carolina
Value Added Solutions, Inc. SC$11.9M · 0.63%
Find Great People, LLC SC$8.8M · 0.32%
Ih Services, Inc. SC$6.2M · 0.34%
Sdc Properties, Inc SC$3.6M · 0.18%
Dp Professionals, Inc. SC$3.1M · 1.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843803336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.