Plan Ledger DOL Form 5500 · updated monthly

Equality Health, LLC401(k)

EQUALITY HEALTH, LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Equality Health, LLC reported $25,057 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,865 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 rose from 0.13% to 0.16%. 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 394th-largest of 1,285 plans among Arizona employers on file, and 5,905th of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,049,258
Participants with balances547
Active participants230
Employer contributions$1,348,910
Employee contributions$2,458,170
Employer contribution per active participant$5,865
Average account balance$32,997
Benefits paid to participants$2,827,854
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$18.0M · 547 accts · $1.3M emplr
2023$14.0M · 324 accts · $1.2M emplr
The Equality Health, LLC 401(k) match · 2024
Employer contribution per active participant$5,865
Median for plans this size$2,416
2024$5,865 per active participant
2023$3,556 per active participant

Equality Health, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
PROACCOUNT · Recordkeeping · Investment advisory (participants)$11,425
NATIONWIDE · Investment management$41,643
NATIONWIDE · Investment management$8,617
IRON FIDUCIARY · Investment management$3,359
PRUCO SECURITIES, LLC · Investment managementindirect comp
LPL ENTERPRISE LLC · Investment managementindirect 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
2024PROACCOUNT
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Equality Health, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$25,057 · 0.16%
2023$15,554 · 0.13%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 474788148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.