Department of Labor filing

SIDECAR HEALTH, INC.

SIDECAR HEALTH, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
248

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$173 / participant

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

Lower cost than about 40% of comparable plans
Investment performance
Not available

Plan assets changed 37.8%, 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 · 2024There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $2,713 · based on 393 comparable plans
Lower reported administrative expense40th percentileTypical peer $133 · based on 430 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, SIDECAR HEALTH, INC. reported Not reported in employer contributions across the plan and 248 active participants. That works out to Not reported 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 proxy86%

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 trendNot enough history

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

Expense trendUp 7.3%

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

Peer contextNot enough data

Comparable-plan data is too limited for a score.

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
Not reported
Participant contributions
$1,522,300
Other contributions
$99,490
Employer share of reported contributions
Not reported
Beginning assets
$4,390,394
Ending assets
$6,048,678
Ending net assets
$6,048,678
Ending liabilities
$0
Total income
$2,312,755
Total expenses
$654,471
Administrative expenses
$41,458
Participant loans
$25,368

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
Not reported
2023
Not reported
2024
Not reported
Plan-paid administrative expenses per participant
2022
$161
2023
$152
2024
$173
Active participants
2022
135
2023
186
2024
248
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported2486M20250930050920NAL0005339827001
2023Not reported1864.4M20241011102910NAL0021672577001
2022Not reported1353.1M20231017113645NAL0026225907001

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
0.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
823479267-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2022
Industry
Information
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2S2T3D3H

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
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NUVEEN INVESTMENTS2024Not 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_ID20250930050920NAL0005339827001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗