Plan Ledger DOL Form 5500 · updated monthly

The Institute for Liver Health II LLC401(k)

EMPLOYEE 401(K) PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

The Institute for Liver Health II LLC reported $32,621 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,987 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 health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (898th of 1,285), and 8,517th of 11,911 in health care & social assistance. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,046,724
Participants with balances239
Active participants220
Employer contributions$437,240
Employee contributions$727,400
Employer contribution per active participant$1,987
Average account balance$16,932
Benefits paid to participants$205,724
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,936
Investment management$385
Total administrative$32,621
The The Institute for Liver Health II LLC 401(k) match · 2024
Employer contribution per active participant$1,987
Median for plans this size$1,313

The Institute for Liver Health II LLC's 2024 employer contribution ran above the $1,313 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 · 20241
WELLS FARGO CLEARING SERVICES, LLCindirect comp

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$32,621 · 0.97%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
ABILITY360 AZ$4.2M · 0.86%
Hospice of Havasu AZ$3.9M · 0.01%
Mind 24-7, LLC AZ$3.9M · 1.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813777464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.