Plan Ledger DOL Form 5500 · updated monthly

Valeo Home Healthcare Services, LLCDC plan

VALEO HOME HEALTH AND HOSPICE 401(K) PLAN · MURRAY, UT · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Valeo Home Healthcare Services, LLC reported $3,731 in plan administrative expenses for 2022: 0.83% of average plan assets, below the peer median. Employer contributions averaged $444 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (810th of 848), and 11,115th of 11,911 in health care & social assistance. In 2022, employees put in $4.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$753,767
Participants with balances114
Active participants113
Employer contributions$50,198
Employee contributions$245,485
Employer contribution per active participant$444
Average account balance$6,612
Benefits paid to participants$41,343
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, LLC
Employer contributions to the Valeo Home Healthcare Services, LLC plan · 2022
Employer contribution per active participant$444
Median for plans this size$331

Valeo Home Healthcare Services, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,731 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Columbus Foundation, Inc. UT$1.0M · 1.10%
Serenity Tms Centers, LLC UT$635K · 0.42%
Pdc Mso LLC UT$582K

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Source: U.S. Department of Labor, Form 5500 series, EIN 451772032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.