Plan Ledger DOL Form 5500 · updated monthly

Diversus Health, Inc.401(k)

DIVERSUS HEALTH, INC. 401(K) RETIREMENT PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Diversus Health, Inc. reported $124,064 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,192 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 rose from 0.49% to 0.52%. 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 941st-largest of 3,644 plans among Florida employers on file, and the 3,149th of 11,911 in health care & social assistance. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,135,302
Participants with balances479
Active participants373
Employer contributions$817,496
Employee contributions$1,460,511
Employer contribution per active participant$2,192
Average account balance$52,475
Benefits paid to participants$1,923,820
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 479 accts · $817K emplr
2023$22.3M · 524 accts · $806K emplr
2022$20.2M · 503 accts · $764K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,574
Investment management$42,490
Total administrative$124,064
The Diversus Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,192
Median for plans this size$2,416
2024$2,192 per active participant
2023$2,024 per active participant
2022$1,909 per active participant

Diversus Health, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$81,574
IMA ADVISORY SERVICES, INC. · Investment advisory (plan)$42,490
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$124,064 · 0.52%
2023$113,022 · 0.53%
2022$108,467 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Eye Physicians of Florida FL$25.6M · 0.11%
Solaris Foundation, Inc. FL$24.8M · 0.46%
Cano Health, LLC FL$24.2M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421600485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.