Plan Ledger DOL Form 5500 · updated monthly

Carepathrx Midco Inc.401(k)

CAREPATHRX 401(K) PLAN · VALLEY VIEW, OH · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Carepathrx Midco Inc. reported $238,472 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,442 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 4 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 303rd-largest of 3,295 plans among Ohio employers on file, and the 293rd of 5,215 in retail trade. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 1,773 to 2,513 since 2021.

Plan summary
Net assets, end of year$132,712,131
Participants with balances3,151
Active participants2,513
Employer contributions$3,624,382
Employee contributions$8,367,030
Employer contribution per active participant$1,442
Average account balance$42,117
Benefits paid to participants$7,210,674
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$132.7M · 3,151 accts · $3.6M emplr
2023$64.9M · 1,944 accts · $3.4M emplr
2022$63.4M · 2,272 accts · $4.0M emplr
2021$66.8M · 2,009 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$172,095
Investment management$50,000
Total administrative$238,472
The Carepathrx Midco Inc. 401(k) match · 2024
Employer contribution per active participant$1,442
Median for plans this size$3,635
2024$1,442 per active participant
2023$2,138 per active participant
2022$1,965 per active participant
2021$3,095 per active participant

Carepathrx Midco Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$50,000

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

Administrative cost history4
2024$238,472 · 0.24%
2023$240,908 · 0.38%
2022$230,653 · 0.35%
2021$166,878 · 0.25%
Same employer
Similar plansRetail Trade · Ohio
Franchise Group, Inc. OH$158.2M · 0.25%
Phoenix Retail, LLC OH$141.0M · 0.09%
Express, LLC OH$138.0M · 0.11%
Big Sandy Furniture, Inc. OH$128.1M · 0.04%
Devco Holdings, Inc. OH$106.1M · 0.06%
Big Sandy Furniture, Inc. OH$90.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843548586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.