Plan Ledger DOL Form 5500 · updated monthly

Interwell Health Partners, Inc401(k)

INTERWELL HEALTH PARTNERS 401(K) SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Interwell Health Partners, Inc reported $76,768 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,213 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 0.09% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 714th-largest of 2,726 plans among Massachusetts employers on file, and the 1,904th of 11,911 in health care & social assistance. In 2024, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,029,516
Participants with balances636
Active participants664
Employer contributions$1,469,352
Employee contributions$5,867,435
Employer contribution per active participant$2,213
Average account balance$77,090
Benefits paid to participants$3,030,602
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$49.0M · 636 accts · $1.5M emplr
2023$35.9M · 593 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,354
Investment management$8,414
Total administrative$76,768
The Interwell Health Partners, Inc 401(k) match · 2024
Employer contribution per active participant$2,213
Median for plans this size$2,416
2024$2,213 per active participant
2023$2,289 per active participant

Interwell Health Partners, Inc's 2024 employer contribution ran below the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$63,678
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,414

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

Administrative cost history2
2024$76,768 · 0.18%
2023$32,915 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Winchester Hospital MA$52.1M · 0.10%
Marlborough Hospital MA$51.9M · 0.07%
Advocates, Inc. MA$51.1M · 0.04%
Fmc Practice Services, LLC MA$49.5M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 881507503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.