Plan Ledger DOL Form 5500 · updated monthly

Linus Health, Inc.401(k)

LINUS HEALTH, INC. 401(K) PROFIT SHARING PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Linus Health, Inc. reported $41,745 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $9,886 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 among the smaller plans on file in Massachusetts (2,090th of 2,726), and 6,635th of 11,911 in health care & social assistance. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,565,532
Participants with balances152
Active participants89
Employer contributions$879,896
Employee contributions$1,176,354
Employer contribution per active participant$9,886
Average account balance$49,773
Benefits paid to participants$1,221,312
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,970
Investment management$29,775
Total administrative$41,745
The Linus Health, Inc. 401(k) match · 2024
Employer contribution per active participant$9,886
Median for plans this size$1,313

Linus Health, Inc.'s 2024 employer contribution ran above the $1,313 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
THE VANGUARD GROUP, INC · Recordkeeping$15,785
MMA SECURITIES, LLC$29,775
THE MANDMARBLESTONE GROUP LLC · Legal$3,625

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$41,745 · 0.69%
Similar plansHealth Care & Social Assistance · Massachusetts
Work, Inc. MA$7.7M · 0.02%
Lifepath, Inc. MA$7.6M · 0.51%
TCR2 Therapeutics, Inc. MA$7.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842226806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.