Plan Ledger DOL Form 5500 · updated monthly

Trihealth, Inc.401(k)

TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Trihealth, Inc. reported $1,688,788 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,100 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 2 years on file its reported administrative ratio fell from 0.14% to 0.13%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 41st-largest of 3,295 plans among Ohio employers on file, and the 131st of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has grown from 11,706 to 12,897 since 2022.

Plan summary
Net assets, end of year$1,388,944,543
Participants with balances18,842
Active participants12,897
Employer contributions$52,873,693
Employee contributions$78,169,249
Employer contribution per active participant$4,100
Average account balance$73,715
Benefits paid to participants$109,539,232
Plan auditUnmodified (clean) audit opinion
AuditorE&Y
Plan history3
Yearassets · accounts · employer contribution
2024$1.4B · 18,842 accts · $52.9M emplr
2023$1.2B · 17,977 accts · $49.7M emplr
2022$905.3M · 17,248 accts · $45.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,544,254
Investment management$118,634
Audit (IQPA)$25,000
Total administrative$1,688,788
The Trihealth, Inc. 401(k) match · 2024
Employer contribution per active participant$4,100
Median for plans this size$5,259
2024$4,100 per active participant
2023$4,037 per active participant
2022$3,919 per active participant

Trihealth, Inc.'s 2024 employer contribution ran below the $5,259 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 · 20248
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$1,544,254
NEPC LLC · Consulting · Investment advisory (plan)$75,346
TEMPO HOLDING COMPANY LLC DBA ALIGH · Investment advisory (participants)$40,339
ERNST & YOUNG LLP · Accounting / audit$25,000
VESTIA ADVISORS LLC$8,456
ENVESTNET ASSET MANAGEMENT LLC$5,273
TOTAL WEALTH PLANNING LLC$5,090
CHARLES SCHWAB & CO., INC. · Investment advisory (participants)$2,815

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

Recordkeeper by year2
2024Empower
2023Empower

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Administrative cost history3
2024$1,688,788 · 0.13%
2023$1,512,843 · 0.14%
2022$1,369,079 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Ohiohealth OH$2.7B · 0.03%
US Acute Care Solutions OH$1.9B · 0.03%
Summa Health OH$855.2M

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Source: U.S. Department of Labor, Form 5500 series, EIN 311438846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.