Plan Ledger DOL Form 5500 · updated monthly

Inspira Mental Health Management Inc401(k)

INSPIRA MENTAL HEALTH MANAGEMENT RETIREMENT PLAN · CAGUAS, PR · plan year 2024

Reported admin expense ratio · 2024
1.42%

Inspira Mental Health Management Inc reported $3,590 in plan administrative expenses for 2024: 1.42% of average plan assets, above the peer median. 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 0.60% to 1.42%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (311th of 323), and 11,579th of 11,911 in health care & social assistance. active participation has grown from 86 to 101 since 2022.

Plan summary
Net assets, end of year$299,229
Participants with balances166
Active participants101
Employer contributions—
Employee contributions$81,104
Employer contribution per active participant—
Average account balance$1,803
Benefits paid to participants$13,541
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$299K · 166 accts
2023$205K · 145 accts
2022$281K · 83 accts
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 · 20243
CETERA ADVISOR NETWORKS LLCindirect comp
PENSION PLUS INC · Contract administratorindirect comp

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$3,590 · 1.42%
2023$3,615 · 1.49%
2022$1,765 · 0.60%
Similar plansHealth Care & Social Assistance · PR

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Source: U.S. Department of Labor, Form 5500 series, EIN 660544349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.