Plan Ledger DOL Form 5500 · updated monthly

Ophelia Health, Inc.401(k)

OPHELIA HEALTH 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

Ophelia Health, Inc. reported $3,481 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. 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 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,031st of 5,648), and 9,672nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,462,583
Participants with balances121
Active participants86
Employer contributions—
Employee contributions$565,383
Employer contribution per active participant—
Average account balance$20,352
Benefits paid to participants$322,697
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.5M · 121 accts
2023$1.8M · 105 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,736
Investment management$1,745
Total administrative$3,481
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$3,481 · 0.16%
2023$2,310 · 0.17%
Similar plansHealth Care & Social Assistance · New York
Dmk Endeavors, Inc. NY$2.5M · 1.29%
Childrens Rescue Fund NY$2.4M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842629270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.