Plan Ledger DOL Form 5500 · updated monthly

Vertical Health Services LLC401(k)

VERTICAL HEALTH SERVICES 401(K) PLAN · PUYALLUP, WA · plan year 2024

Reported admin expense ratio · 2024
2.05%

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

Vertical Health Services LLC reported $26,134 in plan administrative expenses for 2024: 2.05% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,618th of 1,714), and 10,662nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,277,233
Participants with balances1,675
Active participants2,070
Employer contributions$0
Employee contributions$1,057,908
Employer contribution per active participant$0
Average account balance$763
Benefits paid to participants$34,671
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,056
Investment management$1,078
Total administrative$26,134
The Vertical Health Services LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Vertical Health Services LLC's 2024 employer contribution ran below the $1,313 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 · 20244
ALERA GROUP INC DBA ALERA INVESTMEN · Investment advisory (plan)$535
FREEDOM FIDUCIARIES LLC · Investment advisory (plan)$535
ADVISED ASSETS GROUP, LLC · Investment management$8

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

Administrative cost history1
2024$26,134 · 2.05%
Same employer
Similar plansHealth Care & Social Assistance · Washington
The Arc of King County WA$1.4M · 0.44%
Millionair Club, Inc. WA$1.1M · 0.03%
Abam Services, LLC WA$929K · 0.07%
Gencare Inc WA$882K · 1.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931436517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.