Plan Ledger DOL Form 5500 · updated monthly

Genova Health, LLC401(k)

FAMILY TREE 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
2.10%

Genova Health, LLC reported $3,199 in plan administrative expenses for 2022: 2.10% of average plan assets, higher than ~75% of peers. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,584th of 5,688), and 11,643rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$225,844
Participants with balances47
Active participants967
Employer contributions—
Employee contributions$170,861
Employer contribution per active participant—
Average account balance$4,805
Benefits paid to participants$4,692
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON & CO
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,199
Total administrative$3,199
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,199 · 2.10%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Atlas Operations Inc TX$237K · 3.20%
Tlc Kids Center Inc TX$226K · 2.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 453389528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.