Plan Ledger DOL Form 5500 · updated monthly

Loyal Health, Inc.401(k)

TRANSPARENTLY 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Loyal Health, Inc. reported $7,066 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.11% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (1,652nd of 2,160), and 1,914th of 2,199 in information & media.

Plan summary
Net assets, end of year$4,647,480
Participants with balances146
Active participants54
Employer contributions$0
Employee contributions$911,527
Employer contribution per active participant$0
Average account balance$31,832
Benefits paid to participants$1,909,398
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.6M · 146 accts
2023$4.6M · 203 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,080
Investment management$3,986
Total administrative$7,066
The Loyal Health, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Loyal Health, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
GUIDELINE, INC. · Plan administrator · Recordkeeping$6,438

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$7,066 · 0.15%
2023$3,641 · 0.11%
Similar plansInformation & Media · Georgia
Shiji US, Inc. GA$5.6M · 0.28%
Interdev, LLC GA$5.6M · 0.51%
Hannon Hill Corporation GA$5.1M · 0.61%
Canto Software, Inc. GA$4.8M · 0.26%
Humalytix GA$4.6M · 0.07%
Rekord Tent LLC GA$2.0M · 1.02%
Stord Warehousing, LLC GA$819K · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475246583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.