Plan Ledger DOL Form 5500 · updated monthly

Valir Health, LLC401(k)

VALIR HEALTH 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Valir Health, LLC reported $93,638 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,328 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 0.41% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 267th-largest of 724 plans among Oklahoma employers on file, and the 3,863rd of 11,911 in health care & social assistance. In 2024, employees put in $5.56 for every $1.00 the employer contributed; active participation has shrunk from 505 to 186 since 2022.

Plan summary
Net assets, end of year$18,752,219
Participants with balances750
Active participants186
Employer contributions$247,069
Employee contributions$1,373,001
Employer contribution per active participant$1,328
Average account balance$25,003
Benefits paid to participants$2,107,751
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 750 accts · $247K emplr
2023$16.9M · 734 accts · $454K emplr
2022$14.7M · 658 accts · $399K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,886
Investment management$9,382
Audit (IQPA)$16,590
Trustee / custodial$9,394
Total administrative$93,638
The Valir Health, LLC 401(k) match · 2024
Employer contribution per active participant$1,328
Median for plans this size$2,416
2024$1,328 per active participant
2023$815 per active participant
2022$790 per active participant

Valir Health, LLC's 2024 employer contribution ran below the $2,416 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
BOKF, NA · Trustee · Trustee (directed)$79,522
EIDE BAILLY LLP · Accounting / audit$16,590

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$93,638 · 0.52%
2023$83,808 · 0.53%
2022$65,055 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Lifeshare Network, Inc. OK$21.3M · 0.54%
Feed the Children, Inc. OK$18.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731577996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.