Plan Ledger DOL Form 5500 · updated monthly

Intrahealth International, Inc.401(k)

INTRAHEALTH INTERNATIONAL, INC. 401(K) PLAN · CHAPEL HILL, NC · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Intrahealth International, Inc. reported $81,176 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $10,948 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 0.27% to 0.29%. 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 581st-largest of 2,005 plans among North Carolina employers on file, and the 2,877th of 11,911 in health care & social assistance. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has shrunk from 89 to 39 since 2022.

Plan summary
Net assets, end of year$28,683,252
Participants with balances145
Active participants39
Employer contributions$426,977
Employee contributions$598,968
Employer contribution per active participant$10,948
Average account balance$197,816
Benefits paid to participants$2,891,485
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $96K emplr
2024$28.7M · 145 accts · $427K emplr
2023$26.5M · 162 accts · $601K emplr
2022$22.9M · 185 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,176
Total administrative$81,176
The Intrahealth International, Inc. 401(k) match · 2024
Employer contribution per active participant$10,948
Median for plans this size$2,416
2024$10,948 per active participant
2023$12,779 per active participant
2022$10,964 per active participant

Intrahealth International, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$81,607
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025Not separately reported
2024$81,176 · 0.29%
2023$72,497 · 0.29%
2022$70,232 · 0.27%
Similar plansHealth Care & Social Assistance · North Carolina
Everyage NC$29.0M · 0.74%
Morganton Eye Physicians PA NC$28.6M · 0.24%
Telamon Corporation NC$27.5M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550825466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.