Plan Ledger DOL Form 5500 · updated monthly

Intuitive Health, LLC401(k)

INTUITIVE HEALTH 401 (K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Intuitive Health, LLC reported $92,295 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,086 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 fell from 0.83% to 0.75%. 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 2,450th-largest of 5,688 plans among Texas employers on file, and the 4,541st of 11,911 in health care & social assistance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 417 to 855 since 2022.

Plan summary
Net assets, end of year$14,773,886
Participants with balances417
Active participants855
Employer contributions$928,637
Employee contributions$1,782,405
Employer contribution per active participant$1,086
Average account balance$35,429
Benefits paid to participants$827,313
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 417 accts · $929K emplr
2023$9.9M · 375 accts · $800K emplr
2022$6.5M · 262 accts · $576K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,627
Investment management$29,668
Total administrative$92,295
The Intuitive Health, LLC 401(k) match · 2024
Employer contribution per active participant$1,086
Median for plans this size$2,416
2024$1,086 per active participant
2023$1,174 per active participant
2022$1,382 per active participant

Intuitive Health, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
IPI WEALTH MANAGEMENT INC · Investment advisory (plan)$29,668

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$92,295 · 0.75%
2023$63,756 · 0.78%
2022$52,063 · 0.83%
Similar plansHealth Care & Social Assistance · Texas
Charles L Heaton, MD. PA TX$14.9M · 0.01%
Baptist Community Services TX$14.8M · 0.72%
Westlake Dermatology, PA TX$14.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320545202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.