Trusted Health 401(k) match, vesting and fees
What Trusted Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Betterment for Business, LLC | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Trusted Health: employer contribution per participant | $234 | |
| Peer median | $1,013 |
| Trusted Health: average balance | $12,338 | |
| Peer median | $39,026 |
| Trusted Health: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.1M at the end of plan year 2022 to $23.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,241 | $23.9M | $454K | $234 | 0.34% | Not published | Form 5500 ↗ |
| 2024 | 3,108 | $21.3M | $528K | $269 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 3,700 | $20.8M | $1.2M | $564 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 4,229 | $12.1M | $1.8M | $1,115 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Trusted Health match 401(k) contributions?
The match terms for the Trusted Health, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $454K in employer contributions, about $234 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trusted Health 401(k) match vested?
The vesting schedule for the Trusted Health, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trusted Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Betterment for Business, LLC. The plan administrator is Trusted Health, Inc..
I left Trusted Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trusted Health, Inc., (415) 466-1466) or the recordkeeper, Betterment for Business, LLC. The Trusted Health old 401(k) page lists the contacts from every plan filing. Find an old Trusted Health 401(k)
Data from the public Form 5500 annual reports Trusted Health filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trusted Health. Not financial advice. Report a correction · Methodology