Plan Ledger DOL Form 5500 · updated monthly

Geode Health401(k)

GEODE HEALTH 401(K) PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Geode Health reported $48,344 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $3,081 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 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,509th of 3,702), and 6,147th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,730,469
Participants with balances611
Active participants453
Employer contributions$1,395,679
Employee contributions$2,331,749
Employer contribution per active participant$3,081
Average account balance$14,289
Benefits paid to participants$1,039,648
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,344
Total administrative$48,344
The Geode Health 401(k) match · 2024
Employer contribution per active participant$3,081
Median for plans this size$1,313

Geode Health's 2024 employer contribution ran above the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$48,344

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

Administrative cost history1
2024$48,344 · 0.71%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Bethshan Association IL$8.8M · 0.01%
Alivio Medical Center IL$8.6M · 0.62%
Ocular Partners Mso, Inc. IL$8.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863139263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.