Plan Ledger DOL Form 5500 · updated monthly

Incredible Health, Inc.401(k)

INCREDIBLE HEALTH 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Incredible Health, Inc. reported $5,005 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.14% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,521st of 9,483), and 1,627th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,700,801
Participants with balances230
Active participants158
Employer contributions$0
Employee contributions$1,145,399
Employer contribution per active participant$0
Average account balance$16,090
Benefits paid to participants$405,616
Plan auditUnmodified (clean) audit opinion
AuditorGILLIAM BELL MOSER
Plan history2
Yearassets · accounts · employer contribution
2024$3.7M · 230 accts
2023$1.9M · 220 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,864
Investment management$2,141
Total administrative$5,005
The Incredible Health, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Incredible Health, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Administrative cost history2
2024$5,005 · 0.18%
2023$1,672 · 0.14%
Same employer
Similar plansAdministrative & Support Services · California
Suna Solutions, Inc. CA$3.7M · 1.41%
Tezerakt LLC CA$3.7M · 0.22%
Prosum, Inc. CA$3.7M · 0.39%
Beamery, Inc. CA$3.7M · 0.34%
Bayside Solutions Inc CA$3.6M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475144589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.