Plan Ledger DOL Form 5500 · updated monthly

Sharecare, Inc.401(k)

SHARECARE, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Sharecare, Inc. reported $222,527 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $758 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 0.34% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 304th-largest of 2,160 plans among Georgia employers on file, and the 338th of 2,199 in information & media. In 2024, employees put in $6.69 for every $1.00 the employer contributed; active participation has shrunk from 2,141 to 1,701 since 2022.

Plan summary
Net assets, end of year$90,752,411
Participants with balances1,667
Active participants1,701
Employer contributions$1,288,830
Employee contributions$8,620,194
Employer contribution per active participant$758
Average account balance$54,441
Benefits paid to participants$11,358,108
Plan history3
Yearassets · accounts · employer contribution
2024$90.8M · 1,667 accts · $1.3M emplr
2023$81.7M · 1,822 accts · $2.0M emplr
2022$66.5M · 1,861 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$222,527
Total administrative$222,527
The Sharecare, Inc. 401(k) match · 2024
Employer contribution per active participant$758
Median for plans this size$3,635
2024$758 per active participant
2023$1,355 per active participant
2022$897 per active participant

Sharecare, 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 · 20243
NATIONWIDE LIFE INSURANCE · Recordkeeping · Loan processing$45,298
MAULDIN AND JENKINS, LLC · Recordkeeping · Pension consulting$21,585
ONEDIGITAL INVESTMENT ADVISORS LLC · Recordkeeping · Trustee$13,261

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

Recordkeeper by year2
2024MAULDIN AND JENKINS, LLC, Nationwide, ONEDIGITAL INVESTMENT ADVISORS LLC
2023ADP, MAULDIN AND JENKINS, LLC, RESOURCES INVESTMENT ADVISORS, INC.

This plan has changed recordkeepers within these filings. If you left Sharecare, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$222,527 · 0.26%
2023$236,357 · 0.32%
2022$237,202 · 0.34%
Same employer
Similar plansInformation & Media · Georgia
Cmg Media Corporation GA$208.6M · 0.10%
Weather Group LLC GA$181.6M · 0.14%
Sinch America, Inc. GA$151.7M · 0.15%
Rent Group Inc. GA$92.7M · 0.01%
Ot Technology, Inc. GA$68.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270876664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.