Plan Ledger DOL Form 5500 · updated monthly

B.Well Connected Health, Inc401(k)

B.WELL CONNECTED HEALTH, INC. 401(K) PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

B.Well Connected Health, Inc reported $6,171 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Maryland (1,243rd of 1,671), and 4,406th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$5,606,828
Participants with balances158
Active participants116
Employer contributions$0
Employee contributions$1,497,080
Employer contribution per active participant$0
Average account balance$35,486
Benefits paid to participants$1,859,866
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 158 accts
2023$5.1M · 172 accts
2022$2.8M · 169 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,784
Investment management$4,387
Total administrative$6,171
The B.Well Connected Health, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

B.Well Connected Health, 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$5,642

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$6,171 · 0.12%
2023$4,390 · 0.11%
2022$2,914 · 0.11%
Same employer
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Employee Navigator LLC MD$7.9M · 0.10%
Health Prime Aln, LLC MD$7.1M · 0.91%
Kdp Investments, LLC MD$7.0M · 0.04%
Corporate Brokers LLC MD$5.9M · 0.61%
Foster Thomas, Inc. MD$5.2M · 0.12%
Immersion Consulting MD$4.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473885665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.