Plan Ledger DOL Form 5500 · updated monthly

Volare Health LLC401(k)

VOLARE HEALTH LLC 401(K) PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
1.60%

Volare Health LLC reported $152,464 in plan administrative expenses for 2024: 1.60% of average plan assets, higher than ~90% of peers. 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 1 year on file its reported administrative ratio rose from 0.65% to 1.60%. 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 Oregon (514th of 1,021), and the 5,358th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$11,289,779
Participants with balances2,775
Active participants1,982
Employer contributions—
Employee contributions$3,333,961
Employer contribution per active participant—
Average account balance$4,068
Benefits paid to participants$950,632
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history2
Yearassets · accounts · employer contribution
2024$11.3M · 2,775 accts
2023$7.8M · 1,653 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,277
Investment management$55,187
Total administrative$152,464
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
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$97,277
SOLTIS INVESTMENT ADVISORS, LLC · Investment advisory (plan)$55,187

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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Administrative cost history2
2024$152,464 · 1.60%
2023$50,912 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Columbia Care Services Inc OR$11.9M · 0.88%
The Springs Living, LLC OR$11.8M · 0.23%
Willamette View, Inc. OR$11.0M · 0.60%
Bend Surgery Center, LLC OR$10.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882124963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.