Plan Ledger DOL Form 5500 · updated monthly

Edi Health Group, Inc.401(k)

EDI HEALTH GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST · IRVINE, CA · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Edi Health Group, Inc. reported $2,886 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,070 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,395th of 9,483), and 1,735th of 2,199 in information & media. In 2023, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,807,888
Participants with balances129
Active participants106
Employer contributions$325,415
Employee contributions$698,768
Employer contribution per active participant$3,070
Average account balance$52,774
Benefits paid to participants$444,125
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH+BROWN,PC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,886
Total administrative$2,886
The Edi Health Group, Inc. 401(k) match · 2023
Employer contribution per active participant$3,070
Median for plans this size$1,308

Edi Health Group, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$2,886
ADP BROKER-DEALERindirect comp

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

Administrative cost history1
2023$2,886 · 0.05%
Similar plansInformation & Media · California
Nile Global, Inc CA$7.1M · 0.10%
Autofi, Inc. CA$7.1M · 0.13%
Orbital Insight, Inc. CA$6.9M · 0.18%
Sonoma Media Investments CA$6.8M · 0.61%
Traliant Holdings, LLC CA$6.8M · 0.97%
Ezoic, Inc. CA$6.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900117186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.