Plan Ledger DOL Form 5500 · updated monthly

Bamboo Health, Inc.401(k)

BAMBOO HEALTH 401(K) SAVINGS PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Bamboo Health, Inc. reported $99,538 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,403 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 1 year on file its reported administrative ratio rose from 0.16% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 144th-largest of 871 plans among Kentucky employers on file, and the 520th of 2,199 in information & media. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,012,097
Participants with balances623
Active participants440
Employer contributions$1,937,457
Employee contributions$4,271,701
Employer contribution per active participant$4,403
Average account balance$78,671
Benefits paid to participants$6,615,111
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$49.0M · 623 accts · $1.9M emplr
2023$42.5M · 685 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,010
Investment management$66,528
Total administrative$99,538
The Bamboo Health, Inc. 401(k) match · 2024
Employer contribution per active participant$4,403
Median for plans this size$2,416
2024$4,403 per active participant
2023$4,267 per active participant

Bamboo Health, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
ROBERT W BAIRD & CO · Investment advisory (plan)$48,245
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$33,010
KPP ADVISORY SERVICES · Investment advisory (plan)$18,283

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

Administrative cost history2
2024$99,538 · 0.22%
2023$74,370 · 0.16%
Same employer
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Computer Services, Inc. KY$246.6M · 0.21%
Paxton Media Group LLC KY$60.6M · 0.02%
Appriss, Inc. KY$49.7M · 0.15%
Viamedia, Inc KY$14.1M · 0.50%
Fastline Marketing Group KY$12.7M · 0.33%
Kizan Technologies, LLC KY$12.2M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463708737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.