Plan Ledger DOL Form 5500 · updated monthly

Tabula Rasa Healthcare Group, Inc.401(k)

TABULA RASA HEALTHCARE GROUP, INC. 401(K) RETIREMENT PLAN · MOORESTOWN, NJ · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Tabula Rasa Healthcare Group, Inc. reported $114,745 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,415 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 0.29% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 560th-largest of 2,419 plans among New Jersey employers on file, and the 635th of 5,215 in retail trade. In 2023, employees put in $2.63 for every $1.00 the employer contributed; active participation has shrunk from 849 to 635 since 2022.

Plan summary
Net assets, end of year$51,757,869
Participants with balances1,119
Active participants635
Employer contributions$2,168,406
Employee contributions$5,694,430
Employer contribution per active participant$3,415
Average account balance$46,254
Benefits paid to participants$9,861,674
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $1.7M emplr
2023$51.8M · 1,119 accts · $2.2M emplr
2022$44.7M · 1,287 accts · $2.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$114,745
Total administrative$114,745
The Tabula Rasa Healthcare Group, Inc. 401(k) match · 2023
Employer contribution per active participant$3,415
Median for plans this size$2,440
2023$3,415 per active participant
2022$3,471 per active participant

Tabula Rasa Healthcare Group, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$114,920

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

Administrative cost history3
2024Not separately reported
2023$114,745 · 0.24%
2022$138,138 · 0.29%
Similar plansRetail Trade · New Jersey
Quick Chek Corporation NJ$61.0M · 0.21%
Ronetco Supermarkets, Inc. NJ$60.4M · 0.04%
Kuiken Brothers Co. Inc NJ$57.8M · 0.07%
Hudson Grouphg, Inc. NJ$53.5M · 0.78%
H. Betti Industries Inc. NJ$47.8M · 0.03%
Cipla USA NJ$44.6M · 0.13%
Paul Miller, Inc. NJ$44.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264642609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.