Plan Ledger DOL Form 5500 · updated monthly

Cantata Health Solutions, LLC401(k)

PHH 401(K) PLAN · LAKEWAY, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Cantata Health Solutions, LLC reported $51,484 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $4,001 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 2 years on file its reported administrative ratio rose from 0.17% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,628th-largest of 5,688 plans among Texas employers on file, and the 1,109th of 5,215 in retail trade. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,776,083
Participants with balances169
Active participants125
Employer contributions$500,094
Employee contributions$1,009,383
Employer contribution per active participant$4,001
Average account balance$164,356
Benefits paid to participants$4,047,815
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$27.8M · 169 accts · $500K emplr
2023$25.9M · 140 accts · $320K emplr
2022$27.1M · 154 accts · $345K emplr
2021$0 · $46K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,530
Investment management$35,000
Total administrative$51,484
The Cantata Health Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$4,001
Median for plans this size$2,416
2024$4,001 per active participant
2023$3,045 per active participant
2022$2,694 per active participant

Cantata Health Solutions, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$9,530
CHRISTENSEN GROUP FINANCIAL · Investment advisory (plan)$35,000
FUTURE PLAN BY ASCENSUS. · Contract administrator$6,954

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$51,484 · 0.19%
2023$55,402 · 0.21%
2022$50,400 · 0.17%
2021Not separately reported
Similar plansRetail Trade · Texas
Gillman Services, Inc. TX$30.4M · 0.42%
Helfman Enterprises, Inc. TX$27.5M · 0.27%
Nyle Maxwell of Austin, LLC TX$27.4M · 0.46%
Sunoco Gp LLC TX$26.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813972985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.