Plan Ledger DOL Form 5500 · updated monthly

Streamline Health, Inc.401(k)

STREAMLINE HEALTH, INC. 401(K) PROFIT SHARING PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Streamline Health, Inc. reported $42,164 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,235 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 0.21% to 0.23%. 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 881st-largest of 2,160 plans among Georgia employers on file, and the 5,633rd of 11,654 in professional & technical services. In 2024, employees put in $5.06 for every $1.00 the employer contributed; active participation has shrunk from 119 to 70 since 2022.

Plan summary
Net assets, end of year$19,578,928
Participants with balances154
Active participants70
Employer contributions$156,456
Employee contributions$792,413
Employer contribution per active participant$2,235
Average account balance$127,136
Benefits paid to participants$1,535,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 154 accts · $156K emplr
2023$17.7M · 195 accts · $264K emplr
2022$15.4M · 230 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,021
Investment management$37,143
Total administrative$42,164
The Streamline Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,235
Median for plans this size$2,416
2024$2,235 per active participant
2023$3,260 per active participant
2022$2,163 per active participant

Streamline Health, Inc.'s 2024 employer contribution ran below 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
NORTHWESTERN MUTUAL INVESTMENT SERV · Recordkeeping · Trustee$37,143
ADP, INC. · Loan processing · Recordkeeping$5,021

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

Recordkeeper by year2
2024ADP, NORTHWESTERN MUTUAL INVESTMENT SERV
2023ADP, NORTHWESTERN MUTUAL INVESTMENT SERV

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Administrative cost history3
2024$42,164 · 0.23%
2023$38,402 · 0.23%
2022$35,288 · 0.21%
Similar plansProfessional & Technical Services · Georgia
Fineline Technologies, Inc. GA$20.7M · 0.37%
Fg Ventures, LLC GA$20.3M · 0.42%
Vatica Health, Inc. GA$19.5M · 0.45%
Rib USA Inc. GA$18.9M · 0.21%
Procurement Advisors LLC GA$18.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871483022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.