Plan Ledger DOL Form 5500 · updated monthly

Mindful Healthcare Agency Inc401(k)

MINDFUL HEALTHCARE AGENCY INC, 401K · WALTHAM, MA · plan year 2022

Reported admin expense ratio · 2022
0.59%

Mindful Healthcare Agency Inc reported $444 in plan administrative expenses for 2022: 0.59% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,714th of 2,726), and 11,794th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$85,488
Participants with balances22
Active participants299
Employer contributions—
Employee contributions$95,136
Employer contribution per active participant—
Average account balance$3,886
Benefits paid to participants$70,960
Plan auditUnmodified (clean) audit opinion
AuditorCAROLINE WAWERU
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$444 · 0.59%
Similar plansHealth Care & Social Assistance · Massachusetts
Right at Home MA$288K · 2.18%
Northeast Healthcare MA$144K · 0.51%
Comfort Keepers Ca CA$87K · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474922665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.