Plan Ledger DOL Form 5500 · updated monthly

Betterhealth, a Planned Parenthood Partnership401(k)

BETTERHEALTH, A PLANNED PARENTHOOD PARTNERSHIP · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Betterhealth, a Planned Parenthood Partnership reported $28,410 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,870 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.

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 Texas (4,351st of 5,688), and 1,979th of 2,199 in information & media. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,825,526
Participants with balances139
Active participants115
Employer contributions$330,013
Employee contributions$533,740
Employer contribution per active participant$2,870
Average account balance$27,522
Benefits paid to participants$552,365
Plan auditUnmodified (clean) audit opinion
AuditorTAIT, WELLER & BAKER LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,943
Investment management$12,467
Total administrative$28,410
The Betterhealth, a Planned Parenthood Partnership 401(k) match · 2024
Employer contribution per active participant$2,870
Median for plans this size$1,313

Betterhealth, a Planned Parenthood Partnership's 2024 employer contribution ran above the $1,313 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
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$11,840
EMPOWER ADVISORY GROUP, LLC · Investment management$627

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

Administrative cost history1
2024$28,410 · 0.84%
Same employer
Similar plansInformation & Media · Texas
Geoforce, Inc. TX$4.7M · 0.05%
Education Advanced, Inc. TX$4.4M · 0.12%
Texas Tribune, Inc TX$4.3M · 0.21%
Aspireiq, Inc TX$3.8M · 0.41%
Spectrum Voip, Inc. TX$3.7M · 0.84%
Aramcor, Inc. TX$3.6M · 1.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233084482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.