Plan Ledger DOL Form 5500 · updated monthly

Arrowhead Health Management LLC401(k)

ARROWHEAD HEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Arrowhead Health Management LLC reported $28,367 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.27% to 0.74%. 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 Arizona (890th of 1,285), and 8,417th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,195,039
Participants with balances340
Active participants205
Employer contributions$0
Employee contributions$501,780
Employer contribution per active participant$0
Average account balance$12,338
Benefits paid to participants$207,220
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 340 accts
2023$3.4M · 334 accts
2022$2.6M · 287 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,855
Investment management$2,079
Total administrative$28,367
The Arrowhead Health Management LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Arrowhead Health Management LLC'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.

Administrative cost history3
2024$28,367 · 0.74%
2023$8,991 · 0.30%
2022$7,999 · 0.27%
Similar plansHealth Care & Social Assistance · Arizona
Arion Care Solutions, LLC AZ$4.6M · 1.39%
ABILITY360 AZ$4.2M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262591374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.