Plan Ledger DOL Form 5500 · updated monthly

Rotech Healthcare Inc.401(k)

ROTECH HEALTHCARE INC. 401(K) SAVINGS PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Rotech Healthcare Inc. reported $411,017 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~90% 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 0.54% to 0.59%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 403rd-largest of 3,644 plans among Florida employers on file, and the 1,369th of 11,911 in health care & social assistance. active participation has grown from 2,865 to 3,273 since 2022.

Plan summary
Net assets, end of year$74,703,102
Participants with balances3,669
Active participants3,273
Employer contributions$0
Employee contributions$9,382,970
Employer contribution per active participant$0
Average account balance$20,361
Benefits paid to participants$9,740,027
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.7M · 3,669 accts
2023$64.7M · 4,496 accts
2022$52.6M · 3,251 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$321,153
Investment management$50,920
Audit (IQPA)$16,400
Total administrative$411,017
The Rotech Healthcare Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Rotech Healthcare Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$20,920
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$17,500
CARON & BLETZER, PLLC · Accounting / audit$16,400
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$12,500

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$411,017 · 0.59%
2023$328,258 · 0.56%
2022$310,210 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Trustbridge, Inc. FL$69.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030408870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.