Department of Labor filing

EMPLOYER DIRECT HEALTHCARE LLC

EMPLOYER DIRECT HEALTHCARE LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 20, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

54filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$3,579

Reported employer contributions per active participant.

Higher than about 53% of comparable plans
#People in the filing
338

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$140 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 55% of comparable plans
Investment performance
Not available

Plan assets changed 80.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202454out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions53rd percentileTypical peer $3,340 · based on 500 comparable plans
Lower reported administrative expense55th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, EMPLOYER DIRECT HEALTHCARE LLC reported $1,209,572 in employer contributions across the plan and 338 active participants. That works out to $3,579 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 5.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 25.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context54/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,209,572
Participant contributions
$1,809,656
Other contributions
$1,071,456
Employer share of reported contributions
40.1%
Beginning assets
$5,874,791
Ending assets
$10,593,221
Ending net assets
$10,593,221
Ending liabilities
$0
Total income
$5,180,669
Total expenses
$462,239
Administrative expenses
$35,919
Participant loans
$147,382

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,774
2023
$3,687
2024
$3,579
Plan-paid administrative expenses per participant
2022
$111
2023
$112
2024
$140
Active participants
2022
192
2023
212
2024
338
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,57933810.6M20250820050858NAL0005526034001
2023$3,6872125.9M20240829051053NAL0028440578001
2022$3,7741923.6M20230822230847NAL0006793841001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
453780484-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 2016
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
STATE STREET GLOBAL MARKETS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250820050858NAL0005526034001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗