Plan Ledger DOL Form 5500 · updated monthly

Signify Health, LLC401(k)

SIGNIFY HEALTH 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Signify Health, LLC reported $194,987 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,120 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 3 years on file its reported administrative ratio has held roughly steady near 0.160%. 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 512th-largest of 5,688 plans among Texas employers on file, and the 866th of 11,911 in health care & social assistance. In 2024, employees put in $3.10 for every $1.00 the employer contributed; active participation has grown from 2,091 to 2,350 since 2022.

Plan summary
Net assets, end of year$131,752,522
Participants with balances3,362
Active participants2,350
Employer contributions$4,982,278
Employee contributions$15,448,854
Employer contribution per active participant$2,120
Average account balance$39,189
Benefits paid to participants$18,583,350
Plan auditUnmodified (clean) audit opinion
AuditorBAKER TILLEY US, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $652K emplr
2024$131.8M · 3,362 accts · $5.0M emplr
2023$111.7M · 3,325 accts · $4.9M emplr
2022$90.7M · 3,084 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,759
Investment management$54,484
Audit (IQPA)$12,744
Total administrative$194,987
The Signify Health, LLC 401(k) match · 2024
Employer contribution per active participant$2,120
Median for plans this size$3,635
2024$2,120 per active participant
2023$2,259 per active participant
2022$2,549 per active participant

Signify Health, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$127,759
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$54,484
BAKER TILLY US, LLP · Accounting / audit$12,744

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

Administrative cost history4
2025Not separately reported
2024$194,987 · 0.16%
2023$159,772 · 0.16%
2022$143,807 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Caris Science, Inc. TX$141.1M · 0.22%
Ernest Health, Inc. TX$123.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823563982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.