Plan Ledger DOL Form 5500 · updated monthly

Relevate Health Management, LLC.401(k)

RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Relevate Health Management, LLC. reported $71,613 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,128 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 0.41% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,126th-largest of 3,295 plans among Ohio employers on file, and the 4,772nd of 11,654 in professional & technical services. In 2024, employees put in $2.74 for every $1.00 the employer contributed; active participation has grown from 198 to 223 since 2022.

Plan summary
Net assets, end of year$24,900,533
Participants with balances330
Active participants223
Employer contributions$697,498
Employee contributions$1,912,129
Employer contribution per active participant$3,128
Average account balance$75,456
Benefits paid to participants$1,162,059
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 330 accts · $697K emplr
2023$18.4M · 312 accts · $618K emplr
2022$15.9M · 272 accts · $446K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,254
Investment management$41,300
Total administrative$71,613
The Relevate Health Management, LLC. 401(k) match · 2024
Employer contribution per active participant$3,128
Median for plans this size$2,416
2024$3,128 per active participant
2023$2,985 per active participant
2022$2,255 per active participant

Relevate Health Management, LLC.'s 2024 employer contribution ran above the $2,416 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 · 20242
TRUEPOINT INC · Investment advisory (plan)$41,300
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,358

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$71,613 · 0.33%
2023$103,496 · 0.60%
2022$59,780 · 0.41%
Same employer
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Nations Lending Corporation OH$25.7M · 0.78%
United Audit Systems Inc. OH$25.6M · 0.47%
The Shipyard, LLC OH$25.3M · 0.31%
Olive Ai, Inc. OH$25.3M · 0.80%
Maloney & Novotny LLC OH$24.9M · 0.27%
Karpinski Engineering, Inc. OH$24.8M · 0.34%
Good Place Holdings Co. OH$24.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872676505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.