Plan Ledger DOL Form 5500 · updated monthly

Stride Health, Inc.401(k)

STRIDE HEALTH 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Stride Health, Inc. reported $6,025 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% 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 1 year on file its reported administrative ratio fell from 0.12% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (6,544th of 9,483), and 4,342nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$6,359,130
Participants with balances107
Active participants73
Employer contributions$0
Employee contributions$1,049,690
Employer contribution per active participant$0
Average account balance$59,431
Benefits paid to participants$659,347
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$6.4M · 107 accts
2023$4.8M · 125 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,504
Investment management$4,521
Total administrative$6,025
The Stride Health, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Stride Health, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
GUIDELINE, INC. · Plan administrator · Recordkeeping$5,455

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

Administrative cost history2
2024$6,025 · 0.11%
2023$4,973 · 0.12%
Similar plansFinance & Insurance · California
Mnet Financial, LLC CA$6.2M · 1.37%
Nexera Holding LLC CA$6.1M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463124279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.