Plan Ledger DOL Form 5500 · updated monthly

Med One Capital Funding, LLC401(k)

MED ONE CAPITAL FUNDING, LLC PLAN · SANDY, UT · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Med One Capital Funding, LLC reported $46,673 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,492 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 387th-largest of 848 plans among Utah employers on file, and the 907th of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 197 to 229 since 2022.

Plan summary
Net assets, end of year$13,601,547
Participants with balances393
Active participants229
Employer contributions$570,591
Employee contributions$1,045,052
Employer contribution per active participant$2,492
Average account balance$34,610
Benefits paid to participants$1,228,304
Plan auditUnmodified (clean) audit opinion
AuditorHMBE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 393 accts · $571K emplr
2023$11.5M · 334 accts · $506K emplr
2022$8.9M · 280 accts · $450K emplr
The Med One Capital Funding, LLC 401(k) match · 2024
Employer contribution per active participant$2,492
Median for plans this size$2,416
2024$2,492 per active participant
2023$2,396 per active participant
2022$2,286 per active participant

Med One Capital Funding, LLC's 2024 employer contribution ran above 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$24,962
ASCENSUS · Recordkeepingindirect comp
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$24,996

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

Recordkeeper by year2
2024Ascensus, Vanguard
2023Ascensus, Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,673 · 0.37%
2023$38,339 · 0.38%
2022$32,902 · 0.36%
Similar plansReal Estate & Leasing · Utah
First Colony Mortgage Corp. UT$23.3M · 0.65%
Insidere, LLC UT$21.2M · 0.55%
The Boyer Company., L.C. UT$20.6M · 0.37%
Prep Co., LLC UT$9.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870678357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.