Plan Ledger DOL Form 5500 · updated monthly

Pivotal Health Care, LLC401(k)

ELEVATE 401(K) PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Pivotal Health Care, LLC reported $96,177 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $681 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 fell from 1.43% to 0.99%. 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 Kansas (479th of 828), and the 5,540th of 11,911 in health care & social assistance. In 2024, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,580,883
Participants with balances856
Active participants792
Employer contributions$539,488
Employee contributions$1,714,262
Employer contribution per active participant$681
Average account balance$12,361
Benefits paid to participants$1,317,912
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 856 accts · $539K emplr
2023$8.8M · 763 accts · $978K emplr
2022$4.3M · 565 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,177
Total administrative$96,177
The Pivotal Health Care, LLC 401(k) match · 2024
Employer contribution per active participant$681
Median for plans this size$1,313
2024$681 per active participant
2023$1,238 per active participant
2022$303 per active participant

Pivotal Health Care, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
ERISA SERVICES MIDWEST, LLC · Contract administrator$33,508
PREVAIL INNOVATIVE WEALTH ADVISORS · Investment advisory (plan)$23,996

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$96,177 · 0.99%
2023$70,221 · 1.07%
2022$60,405 · 1.43%
Similar plansHealth Care & Social Assistance · Kansas
Legend Senior Living, LLC KS$11.2M · 0.57%
Family Medcenters, P.A. KS$10.0M · 0.48%
Central Care, P.A. KS$9.8M · 0.20%
Dccca, Inc. KS$9.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271612029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.