Plan Ledger DOL Form 5500 · updated monthly

Inlet Health, Inc.401(k)

INLET HEALTH 401(K) PLAN · ELIZABETHTOWN, KY · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Inlet Health, Inc. reported $79,204 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $418 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 the 418th-largest of 871 plans among Kentucky employers on file, and the 5,070th of 11,911 in health care & social assistance. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,316,785
Participants with balances407
Active participants678
Employer contributions$283,532
Employee contributions$585,023
Employer contribution per active participant$418
Average account balance$30,262
Benefits paid to participants$996,960
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,670
Investment management$22,954
Total administrative$79,204
The Inlet Health, Inc. 401(k) match · 2024
Employer contribution per active participant$418
Median for plans this size$1,313

Inlet 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.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$48,670
CREATIVE RETIREMENT SYSTEMS, INC. · Recordkeeping · Loan processing$7,359
WELLTH ADVISORY SERVICES, LLC · Investment advisory (plan)$11,732
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$11,222

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$79,204 · 0.82%
Similar plansHealth Care & Social Assistance · Kentucky
Winterwood, Inc. KY$13.0M · 0.60%
Healthfirst Bluegrass Inc KY$12.9M · 0.31%
Stewart Home & School, LLC KY$12.7M · 0.34%
Cedar Lake Workforce, LLC KY$12.5M · 0.16%
Cumberland County Hospital KY$11.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990813132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.