Charlie Health, Inc.401(k)
CHARLIE HEALTH 401(K) PLAN · BOZEMAN, MT · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Charlie Health, Inc. reported $69,613 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,588 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 1 year on file its reported administrative ratio rose from 0.33% to 0.71%. 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 the 97th-largest of 229 plans among Montana employers on file, and the 4,582nd of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed.
Charlie Health, Inc.'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 844582670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.