Plan Ledger DOL Form 5500 · updated monthly

Moxe Health Corporation401(k)

MOXE HEALTH 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Moxe Health Corporation reported $3,971 in plan administrative expenses for 2024: 0.14% 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 2 years on file its reported administrative ratio has held roughly steady near 0.14%. 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 Wisconsin (1,774th of 1,936), and 2,037th of 2,199 in information & media.

Plan summary
Net assets, end of year$2,953,300
Participants with balances119
Active participants63
Employer contributions$0
Employee contributions$779,775
Employer contribution per active participant$0
Average account balance$24,818
Benefits paid to participants$946,808
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.0M · 119 accts
2023$2.5M · 126 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,576
Investment management$2,395
Total administrative$3,971
The Moxe Health Corporation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Moxe Health Corporation'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.

Administrative cost history2
2024$3,971 · 0.14%
2023$3,126 · 0.15%
Similar plansInformation & Media · Wisconsin
Merit Cro, Inc. WI$8.4M · 0.50%
Mid-West Management, Inc. WI$4.0M · 0.60%
The Marek Group WI$3.0M · 0.44%
Rockfleet Broadcasting LP WI$1.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461413869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.