Plan Ledger DOL Form 5500 · updated monthly

Combined Wellness Acquisition Co. and Subsidiaries401(k)

COMBINED WELLNESS 401(K) PROFIT SHARING PLAN · BRAINTREE, MA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Combined Wellness Acquisition Co. and Subsidiaries reported $53,932 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $884 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 0.14% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 987th-largest of 2,726 plans among Massachusetts employers on file, and the 2,714th of 11,911 in health care & social assistance. In 2024, employees put in $4.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,797,043
Participants with balances1,048
Active participants1,019
Employer contributions$900,871
Employee contributions$3,866,014
Employer contribution per active participant$884
Average account balance$29,386
Benefits paid to participants$3,525,927
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$30.8M · 1,048 accts · $901K emplr
2023$23.4M · 929 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,077
Total administrative$53,932
The Combined Wellness Acquisition Co. and Subsidiaries 401(k) match · 2024
Employer contribution per active participant$884
Median for plans this size$2,416
2024$884 per active participant
2023$1,791 per active participant

Combined Wellness Acquisition Co. and Subsidiaries's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,077
SAGEVIEW ADVISORY GROUP · Consulting$21,855

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

Administrative cost history2
2024$53,932 · 0.20%
2023$28,485 · 0.14%
Similar plansHealth Care & Social Assistance · Massachusetts
St. Ann's Home, Inc. MA$31.6M · 0.31%
Valley Medical Group, P.C. MA$31.4M · 0.20%
Integritus Healthcare MA$31.1M · 0.60%
Servicenet, Inc. MA$30.7M · 0.73%
Skincare Physicians, Inc. MA$30.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833046532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.