Plan Ledger DOL Form 5500 · updated monthly

Globalhealth Holdings, LLC401(k)

GLOBALHEALTH 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Globalhealth Holdings, LLC reported $15,698 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,953 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 0.16% to 0.20%. 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 Oklahoma (445th of 724), and 6,437th of 11,911 in health care & social assistance. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has shrunk from 186 to 162 since 2022.

Plan summary
Net assets, end of year$8,030,110
Participants with balances203
Active participants162
Employer contributions$478,452
Employee contributions$524,971
Employer contribution per active participant$2,953
Average account balance$39,557
Benefits paid to participants$1,436,748
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 203 accts · $478K emplr
2023$7.7M · 199 accts · $517K emplr
2022$7.2M · 206 accts · $506K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,725
Investment management$2,438
Trustee / custodial$6,277
Total administrative$15,698
The Globalhealth Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,953
Median for plans this size$1,313
2024$2,953 per active participant
2023$3,251 per active participant
2022$2,721 per active participant

Globalhealth Holdings, LLC'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
BOKF, NA · Custodial (securities) · Loan processing$15,698

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$15,698 · 0.20%
2023$15,883 · 0.21%
2022$13,256 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Parkside, Inc. OK$8.9M · 0.71%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273142522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.