Plan Ledger DOL Form 5500 · updated monthly

Positive Impact Health Centers, Inc.401(k)

POSITIVE IMPACT HEALTH CENTERS, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Positive Impact Health Centers, Inc. reported $82,098 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,060 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 0.99% to 0.86%. 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 Georgia (1,177th of 2,160), and the 5,407th of 11,911 in health care & social assistance. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves; active participation has grown from 214 to 283 since 2022.

Plan summary
Net assets, end of year$11,071,231
Participants with balances315
Active participants283
Employer contributions$1,149,047
Employee contributions$1,067,148
Employer contribution per active participant$4,060
Average account balance$35,147
Benefits paid to participants$368,149
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 315 accts · $1.1M emplr
2023$8.1M · 299 accts · $950K emplr
2022$5.7M · 301 accts · $786K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,098
Total administrative$82,098
The Positive Impact Health Centers, Inc. 401(k) match · 2024
Employer contribution per active participant$4,060
Median for plans this size$1,313
2024$4,060 per active participant
2023$3,640 per active participant
2022$3,675 per active participant

Positive Impact Health Centers, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$76,159
ERISA SERVICES INC · Contract administrator · Other services$5,938
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$82,098 · 0.86%
2023$89,324 · 1.29%
2022$56,108 · 0.99%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Columbus Hospice, Inc. GA$11.6M · 0.03%
Crh Healthcare, LLC GA$11.5M · 0.20%
Effingham Hospital, Inc. GA$11.4M · 0.00%
Aylo Health, LLC GA$10.8M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581973324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.