Plan Ledger DOL Form 5500 · updated monthly

Azalea Health Innovations, Inc.401(k)

AZALEA HEALTH 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Azalea Health Innovations, Inc. reported $4,350 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,980 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 0.072% to 0.067%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (1,431st of 2,160), and 1,696th of 2,199 in information & media. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,299,568
Participants with balances192
Active participants268
Employer contributions$530,704
Employee contributions$1,002,639
Employer contribution per active participant$1,980
Average account balance$38,019
Benefits paid to participants$857,761
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 192 accts · $531K emplr
2023$5.7M · 191 accts · $444K emplr
2022$4.5M · 199 accts · $462K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,750
Total administrative$4,350
The Azalea Health Innovations, Inc. 401(k) match · 2024
Employer contribution per active participant$1,980
Median for plans this size$1,313
2024$1,980 per active participant
2023$2,209 per active participant
2022$1,778 per active participant

Azalea Health Innovations, Inc.'s 2024 employer contribution ran above the $1,313 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
NEWSQUARE CAPITAL, LLCindirect comp

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$4,350 · 0.07%
2023$3,400 · 0.07%
2022$3,050 · 0.07%
Same employer
Similar plansInformation & Media · Georgia
Fiberlight, LLC GA$7.9M · 0.12%
The Rethink Group Inc GA$7.5M · 0.44%
Times-Journal, Inc. GA$7.4M · 0.87%
Intellum, Inc. GA$6.9M · 0.58%
Florence Healthcare, Inc. GA$6.7M · 0.52%
Cde Services, LLC GA$6.6M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260874838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.