Plan Ledger DOL Form 5500 · updated monthly

Evidation Health, Inc. dba the Activity Exchange401(k)

EVIDATION HEALTH 401(K) PLAN · SAN MATEO, CA · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Evidation Health, Inc. dba the Activity Exchange reported $30,592 in plan administrative expenses for 2025: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,422 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 3 years on file its reported administrative ratio rose from 0.10% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,104th-largest of 9,483 plans among California employers on file, and the 4,751st of 11,654 in professional & technical services. In 2025, employees put in $17.29 for every $1.00 the employer contributed; active participation has shrunk from 226 to 55 since 2022.

Plan summary
Net assets, end of year$25,030,947
Participants with balances211
Active participants55
Employer contributions$78,201
Employee contributions$1,351,716
Employer contribution per active participant$1,422
Average account balance$118,630
Benefits paid to participants$3,687,227
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.0M · 211 accts · $78K emplr
2024$22.9M · 242 accts · $126K emplr
2023$18.8M · 295 accts · $185K emplr
2022$13.8M · 309 accts · $268K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$16,021
Investment management$14,571
Total administrative$30,592
The Evidation Health, Inc. dba the Activity Exchange 401(k) match · 2025
Employer contribution per active participant$1,422
Median for plans this size$2,666
2025$1,422 per active participant
2024$1,368 per active participant
2023$1,251 per active participant
2022$1,185 per active participant

Evidation Health, Inc. dba the Activity Exchange's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,021
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,571

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

Administrative cost history4
2025$30,592 · 0.13%
2024$30,261 · 0.15%
2023$27,954 · 0.17%
2022$13,421 · 0.10%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 454887421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.