Plan Ledger DOL Form 5500 · updated monthly

Triage Holding, Inc.401(k)

TRIAGE HOLDING, INC. 401(K) PLAN · ALPHARETTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.72%

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

Triage Holding, Inc. reported $60,048 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,321 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 rose from 0.68% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,315th of 2,160), and 6,054th of 11,911 in health care & social assistance. In 2023, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,015,030
Participants with balances178
Active participants281
Employer contributions$371,226
Employee contributions$778,827
Employer contribution per active participant$1,321
Average account balance$50,646
Benefits paid to participants$1,136,028
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$9.0M · 178 accts · $371K emplr
2022$7.7M · 179 accts · $382K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,582
Investment management$30,466
Total administrative$60,048
The Triage Holding, Inc. 401(k) match · 2023
Employer contribution per active participant$1,321
Median for plans this size$1,308
2023$1,321 per active participant
2022$1,252 per active participant

Triage Holding, Inc.'s 2023 employer contribution ran above the $1,308 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 · 20232
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$29,582
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)$30,466

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

Administrative cost history2
2023$60,048 · 0.72%
2022$58,161 · 0.68%
Similar plansHealth Care & Social Assistance · Georgia
Nox Health Group, Inc. GA$9.1M · 0.74%
Action Pact, Inc. GA$9.0M · 0.14%
Rezolut, LLC GA$8.9M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208492616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.