Plan Ledger DOL Form 5500 · updated monthly

Global Healthcare Exchange, Inc.401(k)

GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN · LOUISVILLE, CO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Global Healthcare Exchange, Inc. reported $240,807 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $4,380 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 has held roughly steady near 0.161%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 97th-largest of 1,461 plans among Colorado employers on file, and the 971st of 11,654 in professional & technical services. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$161,661,504
Participants with balances1,152
Active participants1,041
Employer contributions$4,559,844
Employee contributions$10,488,233
Employer contribution per active participant$4,380
Average account balance$140,331
Benefits paid to participants$13,212,005
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARENSENALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$161.7M · 1,152 accts · $4.6M emplr
2023$137.9M · 1,159 accts · $4.5M emplr
2022$115.9M · 1,130 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,346
Investment management$98,118
Audit (IQPA)$49,343
Total administrative$240,807
The Global Healthcare Exchange, Inc. 401(k) match · 2024
Employer contribution per active participant$4,380
Median for plans this size$3,635
2024$4,380 per active participant
2023$4,492 per active participant
2022$3,794 per active participant

Global Healthcare Exchange, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$97,043
WEALTH INC · Investment advisory (plan)$62,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$35,618
MCGLADREY · Accounting / audit$31,238
CLIFTONLARSONALLEN LLP · Accounting / audit$18,106

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

Administrative cost history3
2024$240,807 · 0.16%
2023$178,884 · 0.14%
2022$194,551 · 0.16%
Same employer
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Davis Graham & Stubbs LLP CO$179.8M · 0.00%
Oak View Group LLC CO$176.1M · 0.38%
Ssr Mining Inc. CO$120.5M · 0.10%
Coalfire Systems, Inc. CO$111.7M · 0.10%
Sherman & Howard L.L.C. CO$110.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841502378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.