Plan Ledger DOL Form 5500 · updated monthly

Bluebird Medical Enterprises, LLC dba Allegiance Mobile Health401(k)

ALLEGIANCE MOBILE HEALTH 401(K) PLAN · CORPUS CHRISTI, TX · plan year 2024

Reported admin expense ratio · 2024
1.05%

Bluebird Medical Enterprises, LLC dba Allegiance Mobile Health reported $74,928 in plan administrative expenses for 2024: 1.05% of average plan assets, higher than ~75% of peers. 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 1.75% to 1.05%. 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 (3,385th of 5,688), and 6,443rd of 11,911 in health care & social assistance. active participation has grown from 807 to 1,038 since 2022.

Plan summary
Net assets, end of year$8,009,500
Participants with balances1,269
Active participants1,038
Employer contributions—
Employee contributions$1,988,760
Employer contribution per active participant—
Average account balance$6,312
Benefits paid to participants$1,101,664
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 1,269 accts
2023$6.2M · 890 accts · $5 emplr
2022$5.3M · 854 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,928
Total administrative$74,928
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
KESTRA ADVISORY SERVICES, LLC$3,627
ASCENSUS · Other servicesindirect 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$74,928 · 1.05%
2023$135,028 · 2.34%
2022$93,934 · 1.75%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Star Dental Partners LLC TX$8.1M · 0.14%
Jetty United TX$8.1M · 1.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010915530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.