Plan Ledger DOL Form 5500 · updated monthly

Deliverhealth Solutions, LLC401(k)

DELIVERHEALTH SOLUTIONS, LLC 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Deliverhealth Solutions, LLC reported $53,238 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,570 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 0.32% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 941st-largest of 1,936 plans among Wisconsin employers on file, and 5,982nd of 11,654 in professional & technical services. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has shrunk from 270 to 159 since 2022.

Plan summary
Net assets, end of year$17,713,439
Participants with balances268
Active participants159
Employer contributions$567,624
Employee contributions$1,359,139
Employer contribution per active participant$3,570
Average account balance$66,095
Benefits paid to participants$3,438,163
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 268 accts · $568K emplr
2023$17.1M · 268 accts · $611K emplr
2022$16.9M · 323 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,248
Investment management$32,990
Total administrative$53,238
The Deliverhealth Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$3,570
Median for plans this size$2,416
2024$3,570 per active participant
2023$3,452 per active participant
2022$4,008 per active participant

Deliverhealth 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 · 20242
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$32,990
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,248

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

Administrative cost history3
2024$53,238 · 0.31%
2023$56,036 · 0.33%
2022$59,316 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Hupy and Abraham, S.C. WI$18.4M · 0.60%
Acieta LLC WI$18.1M · 0.21%
Vierbicher Associates, Inc. WI$18.1M · 0.44%
Redox, Inc. WI$16.7M · 0.26%
Sonic Foundry, Inc. WI$16.5M · 0.01%
Flexion, Inc. WI$16.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853847025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.