Plan Ledger DOL Form 5500 · updated monthly

Trividia Health, Inc.401(k)

TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Trividia Health, Inc. reported $80,177 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,159 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 rose from 0.10% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 471st-largest of 3,644 plans among Florida employers on file, and the 2,783rd of 13,661 in manufacturing. In 2024, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,434,288
Participants with balances500
Active participants403
Employer contributions$870,175
Employee contributions$2,739,017
Employer contribution per active participant$2,159
Average account balance$118,869
Benefits paid to participants$8,118,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.4M · 500 accts · $870K emplr
2023$56.7M · 535 accts · $914K emplr
2022$50.3M · 545 accts · $890K emplr
Administrative expenses, itemized · 2024
Investment management$69,877
Audit (IQPA)$10,300
Total administrative$80,177
The Trividia Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,159
Median for plans this size$3,635
2024$2,159 per active participant
2023$2,224 per active participant
2022$2,079 per active participant

Trividia Health, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
MORGAN STANLEY · Investment advisory (plan)$69,877
MARCUM LLP · Accounting / audit$10,300

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

Administrative cost history3
2024$80,177 · 0.14%
2023$57,152 · 0.11%
2022$52,772 · 0.10%
Same employer
Similar plansManufacturing · Florida
Exactech, Inc. FL$70.0M · 0.23%
Redwire Holdings, LLC FL$65.4M · 0.03%
Noven Pharmaceuticals, Inc. FL$61.8M · 0.13%
Berg Europipe Holding Corp. FL$55.7M · 0.13%
Sonny's Enterprises, LLC FL$54.4M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222594392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.