Plan Ledger DOL Form 5500 · updated monthly

Medical Home Alliance, LLC401(k)

MEDICAL HOME ALLIANCE 401K PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Medical Home Alliance, LLC reported $67,350 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,246 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 $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 1,320th-largest of 3,644 plans among Florida employers on file, and the 4,334th of 11,911 in health care & social assistance. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,851,131
Participants with balances317
Active participants450
Employer contributions$1,010,617
Employee contributions$2,021,766
Employer contribution per active participant$2,246
Average account balance$50,004
Benefits paid to participants$900,918
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,673
Investment management$31,677
Total administrative$67,350
The Medical Home Alliance, LLC 401(k) match · 2024
Employer contribution per active participant$2,246
Median for plans this size$2,416

Medical Home Alliance, LLC's 2024 employer contribution ran below 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$35,672
KESTA ADVISORY SERVICES, LLC · Investment advisory (plan)$31,677

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$67,350 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Premier Dermatology, LLC FL$16.4M · 0.51%
Healthmap Solutions, Inc. FL$16.1M · 0.52%
Sage Dental Management, LLC FL$15.7M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461640939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.