Plan Ledger DOL Form 5500 · updated monthly

Sword Health, Inc.401(k)

SWORD HEALTH 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Sword Health, Inc. reported $44,268 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $57 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (4,318th of 5,648), and 1,351st of 2,534 in administrative & support services. In 2024, employees put in $202.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,828,692
Participants with balances252
Active participants208
Employer contributions$11,754
Employee contributions$2,375,291
Employer contribution per active participant$57
Average account balance$23,130
Benefits paid to participants$2,462,742
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,045
Investment management$14,223
Total administrative$44,268
The Sword Health, Inc. 401(k) match · 2024
Employer contribution per active participant$57
Median for plans this size$1,313

Sword 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$11,852

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

Administrative cost history1
2024$44,268 · 0.74%
Similar plansAdministrative & Support Services · New York
Nomad Nurses, Inc. NY$6.3M · 1.86%
Triangle Services, Inc NY$6.1M · 0.96%
Consilium Company, LLC NY$5.7M · 0.07%
Li-Cycle Inc NY$5.5M · 0.65%
W Services Group, LLC NY$5.4M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371849452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.