Plan Ledger DOL Form 5500 · updated monthly

Pursue Health LLC401(k)

PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Pursue Health LLC reported $72,454 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.35% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,998th-largest of 9,483 plans among California employers on file, and the 686th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$17,362,390
Participants with balances2,189
Active participants2,393
Employer contributions$0
Employee contributions$3,607,153
Employer contribution per active participant$0
Average account balance$7,932
Benefits paid to participants$2,020,593
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 2,189 accts
2023$14.0M · 2,120 accts
2022$10.7M · 1,962 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,828
Investment management$43,626
Total administrative$72,454
The Pursue Health LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Pursue Health LLC's 2024 employer contribution ran below the $2,416 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$34,828
ONEDIGITAL INVESTMENT ADVSRS · Investment advisory (participants) · Investment advisory (plan)$42,882
LPL FINANCIAL LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$72,454 · 0.46%
2023$23,605 · 0.19%
2022$40,359 · 0.35%
Same employer
Similar plansAdministrative & Support Services · California
Docmagic, Inc. CA$17.3M · 0.07%
Ingenio, LLC CA$16.6M · 0.22%
Lloyd Pest Control Company CA$16.2M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464762423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.