Employers › Allion Healthcare
Recordkeeping fees per participant · Soleo Health Holdings, Inc. 401(k) Plan · plan year 2024
$101.92
Higher than 58% of the 14,075 plans $10 to 50M that report it.
= $102,325 / 1,004
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925122435NAL0007627473001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925122435NAL0007627473001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-25.
Administrative expenses excluding investment management, per participant
$123.26
Higher than 52% of the 24,371 plans $10 to 50M that report it.
= $123,754 / 1,004
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925122435NAL0007627473001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925122435NAL0007627473001, received 2025-09-25
Administrative expenses per participant
$135.66
Higher than 35% of the 25,098 plans $10 to 50M that report it.
= $136,200 / 1,004
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925122435NAL0007627473001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925122435NAL0007627473001, received 2025-09-25
Administrative expenses as a share of assets
0.324%
Higher than 56% of the 25,132 plans $10 to 50M that report it.
= $136,200 / $41,972,535
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925122435NAL0007627473001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925122435NAL0007627473001, received 2025-09-25
Employer contributions per participant
$2,034
Higher than 49% of the 24,050 plans $10 to 50M that report it.
= $2,042,067 / 1,004
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925122435NAL0007627473001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925122435NAL0007627473001, received 2025-09-25
Employer share of total contributions
21.6%
Higher than 29% of the 24,084 plans $10 to 50M that report it.
= $2,042,067 / $9,433,155
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925122435NAL0007627473001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925122435NAL0007627473001, received 2025-09-25
Plan terms are described in Allion Healthcare Inc's SEC filings: Form 10-K filed 2009-03-09. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925122435NAL0007627473001, received 2025-09-25
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SOLEO HEALTH HOLDINGS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Plan name | SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Sponsor EIN / plan number | 11-2962027 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Sponsor location | FRISCO, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Industry (business code) | 446190, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Participants, beginning of year | 1,106 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Active participants | 1,017 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Participants, end of year | 1,170 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Participants with an account balance | 1,004 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Total assets, beginning of year | $32,311,130 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Total assets, end of year | $41,972,535 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Net assets, end of year | $41,972,535 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Total income | $14,126,154 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Net income | $9,661,405 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Employer contributions | $2,042,067 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Participant contributions | $6,270,322 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $1,120,766 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Total contributions | $9,433,155 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Benefit payments | $4,328,002 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $4,464,749 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Total administrative expenses | $136,200 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Recordkeeping fees | $102,325 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Investment advisory and management fees | $12,446 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Administrative expenses excluding investment management | $123,754 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Held in common/collective trusts | $2,296,988 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Held in mutual funds | $39,125,970 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925122435NAL0007627473001, received 2025-09-25 |
| Independent auditor | RSM US LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925122435NAL0007627473001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925122435NAL0007627473001, received 2025-09-25.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $102,325 | yes |
| SUMMIT GROUP RETIREMENT PLANNERS, | PLAN SPONSOR | 27 Investment advisory (plan) | $33,875 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250925122435NAL0007627473001, received 2025-09-25.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $32,311,130 | $41,972,535 | 29.9% |
| Participants with a balance | 931 | 1,004 | 7.8% |
| Administrative expenses | $140,456 | $136,200 | -3.0% |
| Recordkeeping fees per participant | $83.04 | $101.92 | 22.7% |
| Employer contributions | $1,926,388 | $2,042,067 | 6.0% |
Prior filing 20241011102247NAL0022562737001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: SOLEO HEALTH HOLDINGS, INC.; SEC registrant: ALLION HEALTHCARE INC (CIK 847935, matched by EIN).