Plan Ledger DOL Form 5500 · updated monthly

Blended Health Services, LLC401(k)

BLENDED HEALTH SERVICES 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
1.37%

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

Blended Health Services, LLC reported $54,400 in plan administrative expenses for 2024: 1.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,831 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 health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,071st of 5,688), and 7,940th of 11,911 in health care & social assistance. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,943,660
Participants with balances303
Active participants232
Employer contributions$424,837
Employee contributions$905,057
Employer contribution per active participant$1,831
Average account balance$16,316
Benefits paid to participants$3,187,901
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,802
Investment management$13,598
Total administrative$54,400
The Blended Health Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,831
Median for plans this size$1,313

Blended Health Services, LLC'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,802
CREATIVE PLANNING, LLC · Investment advisory (plan)$7,348
CREATIVE PLANNING · Investment advisory (plan)$6,250
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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$54,400 · 1.37%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Childcaregroup TX$5.1M · 0.15%
The Council on Recovery TX$5.0M · 0.49%
Rox Access Network TX$5.0M · 1.01%
Wheel Health Inc. TX$4.9M · 0.16%
C.C. Young Memorial Home TX$4.9M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 934748253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.