Plan Ledger DOL Form 5500 · updated monthly

Vera Whole Health Inc401(k)

VERA WHOLE HEALTH INC 401(K) PROFIT SHARING PLAN & TRUST · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.55%

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

Vera Whole Health Inc reported $63,911 in plan administrative expenses for 2022: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,104 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,014th of 1,714), and the 5,405th of 11,911 in health care & social assistance. In 2022, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,085,319
Participants with balances497
Active participants462
Employer contributions$972,162
Employee contributions$2,830,408
Employer contribution per active participant$2,104
Average account balance$22,304
Benefits paid to participants$3,248,233
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$22,323
Investment management$41,588
Total administrative$63,911
The Vera Whole Health Inc 401(k) match · 2022
Employer contribution per active participant$2,104
Median for plans this size$2,266

Vera Whole Health Inc's 2022 employer contribution ran below the $2,266 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$63,911 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Children's Therapy Center WA$11.0M · 0.42%
Ideal Option PLLC WA$10.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208906429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.