Plan Ledger DOL Form 5500 · updated monthly

Paladina Health LLC401(k)

EVERSIDE HEALTH RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Paladina Health LLC reported $294,915 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,512 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 rose from 0.43% to 0.47%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 184th-largest of 1,461 plans among Colorado employers on file, and the 1,475th of 11,911 in health care & social assistance. In 2024, employees put in $4.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,980,452
Participants with balances1,540
Active participants1,452
Employer contributions$2,195,707
Employee contributions$9,192,383
Employer contribution per active participant$1,512
Average account balance$44,143
Benefits paid to participants$9,824,716
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.0M · 1,540 accts · $2.2M emplr
2023$57.2M · 1,987 accts · $2.0M emplr
2022$45.1M · 1,696 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,056
Investment management$192,859
Total administrative$294,915
The Paladina Health LLC 401(k) match · 2024
Employer contribution per active participant$1,512
Median for plans this size$3,635
2024$1,512 per active participant
2023$1,313 per active participant
2022$1,289 per active participant

Paladina Health LLC's 2024 employer contribution ran below the $3,635 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.

Service providers · 20243
MORGAN STANLEY · Investment advisory (plan)$152,253
EMPOWER ADVISORY GROUP, LLC · Investment management$40,606

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$294,915 · 0.47%
2023$221,793 · 0.43%
2022$199,300 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Valley View Hospital CO$74.7M · 0.09%
U.S. Nursing Corporation CO$61.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453449075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.