Plan Ledger DOL Form 5500 · updated monthly

Monogram Health, Inc.401(k)

MONOGRAM HEALTH, INC. 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
1.16%

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

Monogram Health, Inc. reported $123,351 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,728 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 0.55% to 1.16%. 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 678th-largest of 1,496 plans among Tennessee employers on file, and the 4,517th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,876,770
Participants with balances666
Active participants1,330
Employer contributions$2,298,538
Employee contributions$4,427,509
Employer contribution per active participant$1,728
Average account balance$22,337
Benefits paid to participants$1,414,574
Plan auditUnmodified (clean) audit opinion
AuditorEARNST AND YOUNG
Plan history2
Yearassets · accounts · employer contribution
2024$14.9M · 666 accts · $2.3M emplr
2023$6.4M · 328 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,707
Investment management$33,644
Total administrative$123,351
The Monogram Health, Inc. 401(k) match · 2024
Employer contribution per active participant$1,728
Median for plans this size$2,416
2024$1,728 per active participant
2023$1,943 per active participant

Monogram Health, Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$89,707
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$30,626

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$123,351 · 1.16%
2023$35,290 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Conrad/Pearson Clinic, P.C. TN$15.4M · 0.25%
Urgent Team Holdings, Inc. TN$14.9M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833175157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.