Employers › R1 RCM Holdco
Recordkeeping fees per participant · R1 RCM Holdco Inc. 401(k) Plan · plan year 2024
$42.74
Higher than 40% of the 1,697 plans $250M to 1B that report it.
= $569,388 / 13,322
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009164133NAL0004106691001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009164133NAL0004106691001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-10-09.
Administrative expenses excluding investment management, per participant
$48.74
Higher than 30% of the 2,324 plans $250M to 1B that report it.
= $649,256 / 13,322
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009164133NAL0004106691001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009164133NAL0004106691001, received 2025-10-09
Administrative expenses per participant
$94.93
Higher than 55% of the 2,405 plans $250M to 1B that report it.
= $1,264,601 / 13,322
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009164133NAL0004106691001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009164133NAL0004106691001, received 2025-10-09
Administrative expenses as a share of assets
0.190%
Higher than 91% of the 2,407 plans $250M to 1B that report it.
= $1,264,601 / $664,739,756
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009164133NAL0004106691001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009164133NAL0004106691001, received 2025-10-09
Employer contributions per participant
$1,855
Higher than 23% of the 2,457 plans $250M to 1B that report it.
= $24,713,175 / 13,322
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009164133NAL0004106691001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009164133NAL0004106691001, received 2025-10-09
Employer share of total contributions
21.9%
Higher than 21% of the 2,459 plans $250M to 1B that report it.
= $24,713,175 / $112,787,739
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009164133NAL0004106691001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009164133NAL0004106691001, received 2025-10-09
Plan terms are described in R1 RCM Holdco Inc.'s SEC filings: Form 10-K filed 2022-02-17. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009164133NAL0004106691001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | R1 RCM HOLDCO INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Plan name | R1 RCM HOLDCO INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Sponsor EIN / plan number | 02-0698101 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Sponsor location | MURRAY, UT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Participants, beginning of year | 15,019 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Active participants | 15,766 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Participants, end of year | 18,646 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Participants with an account balance | 13,322 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Total assets, beginning of year | $485,577,530 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Total assets, end of year | $664,739,756 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Net assets, end of year | $664,665,428 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Total income | $185,939,691 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Net income | $120,308,450 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Employer contributions | $24,713,175 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Participant contributions | $57,632,871 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $30,441,693 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Total contributions | $112,787,739 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Benefit payments | $64,325,325 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $65,631,241 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Total administrative expenses | $1,264,601 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Recordkeeping fees | $569,388 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| IQPA audit fees | $42,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Investment advisory and management fees | $615,345 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Administrative expenses excluding investment management | $649,256 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Held in common/collective trusts | $17,318,784 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Held in mutual funds | $626,346,217 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009164133NAL0004106691001, received 2025-10-09 |
| Independent auditor | ERNST & YOUNG, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009164133NAL0004106691001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009164133NAL0004106691001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $615,345 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $586,001 | yes |
| ERNST & YOUNG U.S. LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $42,500 | no |
| FIDUCIENT ADVISOR LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $37,368 | 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 20251009164133NAL0004106691001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $485,577,530 | $664,739,756 | 36.9% |
| Participants with a balance | 11,023 | 13,322 | 20.9% |
| Administrative expenses | $1,189,480 | $1,264,601 | 6.3% |
| Recordkeeping fees per participant | $48.29 | $42.74 | -11.5% |
| Employer contributions | $22,762,299 | $24,713,175 | 8.6% |
Prior filing 20241010131058NAL0035767952001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: R1 RCM HOLDCO INC.; SEC registrant: R1 RCM Holdco Inc. (CIK 1472595, matched by EIN).