Plan Ledger DOL Form 5500 · updated monthly

Unio Health Partners, LLC401(k)

UNIO HEALTH PARTNERS, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Unio Health Partners, LLC reported $51,024 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,814 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 0.37% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,544th-largest of 9,483 plans among California employers on file, and the 1,643rd of 11,911 in health care & social assistance. In 2024, employees put in $3.43 for every $1.00 the employer contributed; active participation has grown from 384 to 696 since 2022.

Plan summary
Net assets, end of year$58,971,407
Participants with balances796
Active participants696
Employer contributions$1,262,290
Employee contributions$4,332,737
Employer contribution per active participant$1,814
Average account balance$74,085
Benefits paid to participants$3,429,145
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.0M · 796 accts · $1.3M emplr
2023$49.7M · 778 accts · $2.5M emplr
2022$31.1M · 460 accts · $955K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,662
Investment management$12,362
Total administrative$51,024
The Unio Health Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,814
Median for plans this size$3,635
2024$1,814 per active participant
2023$3,497 per active participant
2022$2,487 per active participant

Unio Health Partners, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping$38,662
PROSPERITAS FINANCIAL LLC · Investment advisory (participants)$8,446
CHARLES SCHWAB & CO., INC. · Securities brokerage$933

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,024 · 0.09%
2023$66,040 · 0.16%
2022$116,934 · 0.37%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 274201304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.