Plan Ledger DOL Form 5500 · updated monthly

Core Health and Fitness, LLC401(k)

CORE HEALTH AND FITNESS, LLC 401(K) PROFIT SHARING PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Core Health and Fitness, LLC reported $70,701 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,077 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 fell from 0.35% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 544th-largest of 1,714 plans among Washington employers on file, and the 1,391st of 4,246 in wholesale trade. In 2024, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,173,126
Participants with balances356
Active participants252
Employer contributions$523,296
Employee contributions$2,107,634
Employer contribution per active participant$2,077
Average account balance$81,947
Benefits paid to participants$1,641,538
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 356 accts · $523K emplr
2023$24.7M · 357 accts · $491K emplr
2022$20.5M · 341 accts · $459K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,074
Investment management$35,627
Total administrative$70,701
The Core Health and Fitness, LLC 401(k) match · 2024
Employer contribution per active participant$2,077
Median for plans this size$2,416
2024$2,077 per active participant
2023$1,934 per active participant
2022$1,962 per active participant

Core Health and Fitness, LLC's 2024 employer contribution ran below 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
ADP, INC. · Loan processing · Recordkeeping$36,808
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$33,892
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$70,701 · 0.26%
2023$71,605 · 0.32%
2022$77,024 · 0.35%
Same employer
Similar plansWholesale Trade · Washington
Manke Lumber Company WA$36.1M · 0.13%
Yaculta Companies, Inc. WA$34.7M · 0.25%
Mountain West 401K LLC WA$34.5M · 0.03%
Worldwide Distributors WA$27.8M · 0.57%
Cutter & Buck Inc. WA$27.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452872763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.