Plan Ledger DOL Form 5500 · updated monthly

Perfect Health, Inc.401(k)

PERFECT HEALTH 401(K) PLAN · KANSAS CITY, MO · plan year 2025

Reported admin expense ratio · 2025
0.62%

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

Perfect Health, Inc. reported $93,745 in plan administrative expenses for 2025: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,756 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 3 years on file its reported administrative ratio rose from 0.47% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 642nd-largest of 1,393 plans among Missouri employers on file, and 5,908th of 11,654 in professional & technical services. In 2025, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 296 to 492 since 2022.

Plan summary
Net assets, end of year$18,039,291
Participants with balances424
Active participants492
Employer contributions$1,356,093
Employee contributions$2,871,651
Employer contribution per active participant$2,756
Average account balance$42,545
Benefits paid to participants$2,872,108
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.0M · 424 accts · $1.4M emplr
2024$12.1M · 324 accts · $1.1M emplr
2023$7.7M · 267 accts · $905K emplr
2022$4.8M · 181 accts · $711K emplr
The Perfect Health, Inc. 401(k) match · 2025
Employer contribution per active participant$2,756
Median for plans this size$2,666
2025$2,756 per active participant
2024$2,591 per active participant
2023$4,267 per active participant
2022$2,401 per active participant

Perfect Health, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
GLOBAL RETIREMENT PARTNERS$36,251
THE ANGELL PENSION GROUP INC · Contract administrator$16,000
EMPOWER ADVISORY GROUP, LLC · Investment management$10,451

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

Administrative cost history4
2025$93,745 · 0.62%
2024$56,815 · 0.57%
2023$35,408 · 0.57%
2022$20,464 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Missouri
Cambridge Engineering, Inc. MO$19.6M · 0.44%
Exegy Incorporated MO$19.3M · 0.43%
Fishtech Group, LLC MO$18.5M · 0.80%
Ascent, LLC MO$17.8M · 0.30%
Benson Hill Holdings, Inc MO$17.5M · 0.59%
Bnim Architects Inc. MO$17.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800930681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.