Plan Ledger DOL Form 5500 · updated monthly

Ehh Holdco, Inc.401(k)

FORTIS HEALTH RETIREMENT PLAN · MURRAY, UT · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Ehh Holdco, Inc. reported $35,258 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,764 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 fell from 1.05% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (596th of 848), and 7,709th of 11,911 in health care & social assistance. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,367,774
Participants with balances187
Active participants123
Employer contributions$217,029
Employee contributions$359,961
Employer contribution per active participant$1,764
Average account balance$28,705
Benefits paid to participants$1,162,973
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$5.4M · 187 accts · $217K emplr
2023$5.3M · 174 accts · $286K emplr
Administrative expenses, itemized · 2024
Investment management$35,258
Total administrative$35,258
The Ehh Holdco, Inc. 401(k) match · 2024
Employer contribution per active participant$1,764
Median for plans this size$1,313
2024$1,764 per active participant
2023$2,550 per active participant

Ehh Holdco, Inc.'s 2024 employer contribution ran above the $1,313 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
LJI WEALTH MANAGEMENT, LLC · Investment advisory (plan) · Investment management$21,184
ERISA SMART · Named fiduciary$5,297

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$35,258 · 0.66%
2023$45,435 · 1.05%
Similar plansHealth Care & Social Assistance · Utah
Utah Food Bank UT$5.7M · 0.72%
Regents Management LLC UT$5.6M · 0.85%
Impact Healthcare, LLC UT$5.6M · 0.96%
Daywest Management, Inc. UT$5.3M · 0.39%
Stonehenge of Orem LLC UT$5.1M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854309367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.