Plan Ledger DOL Form 5500 · updated monthly

Gila Health Resources, LLC401(k)

GILA HEALTH RESOURCES, LLC 401(K) PLAN · MORENCI, AZ · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Gila Health Resources, LLC reported $57,567 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $2,051 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 2 years on file its reported administrative ratio rose from 0.47% to 0.59%. 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 the 584th-largest of 1,285 plans among Arizona employers on file, and the 5,677th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 160 to 183 since 2022.

Plan summary
Net assets, end of year$10,051,580
Participants with balances127
Active participants183
Employer contributions$375,376
Employee contributions$811,195
Employer contribution per active participant$2,051
Average account balance$79,146
Benefits paid to participants$1,898,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 127 accts · $375K emplr
2023$9.5M · 122 accts · $369K emplr
2022$8.4M · 119 accts · $328K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,567
Total administrative$57,567
The Gila Health Resources, LLC 401(k) match · 2024
Employer contribution per active participant$2,051
Median for plans this size$1,313
2024$2,051 per active participant
2023$2,123 per active participant
2022$2,047 per active participant

Gila Health Resources, LLC'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
JULY BUSINESS SERVICES LLC · Contract administrator · Recordkeeping$36,606
DUBUQUE BANK & TRUST COMPANY · Investment advisory (participants)$26,687

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

Recordkeeper by year2
2024July Business Services
2023DUBUQUE BANK & TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left Gila Health Resources, 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 history3
2024$57,567 · 0.59%
2023$41,712 · 0.47%
2022$40,290 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Child Crisis Arizona AZ$10.9M · 0.93%
People of Faith Inc. AZ$10.0M · 0.26%
Millenium Vision, Inc. AZ$9.7M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200453020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.