How big is Esperta Health, Inc.'s plan?

Esperta Health, Inc.'s plan reported $299K in assets and 15 participants for 2025.

Original filing (PDF)20260424221146NAL0006183361089

Esperta Health, Inc.

Name: Esperta Health, Inc. — Esperta Health 401(k) Plan, Form 5500 (2025)
Creator: Esperta Health, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Esperta Health 401(k) Plan

401(k) retirement plan · Esperta Health, Inc.'s Esperta Health 401(k) Plan held $299K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

Plan identifiers

Esperta Health, Inc.'s EIN is 86-1494412.

EIN 86-1494412

Plan number 002

Plan year 2025

ACK ID 20260424221146NAL0006183361089

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Esperta Health, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Esperta Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score