Plan Ledger DOL Form 5500 · updated monthly

Complete Health Partners Holding401(k)

COMPLETE HEALTH PARTNERS 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.77%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Complete Health Partners Holding reported $162,385 in plan administrative expenses for 2024: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,021 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.93% to 0.77%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 921st-largest of 3,644 plans among Florida employers on file, and the 3,099th of 11,911 in health care & social assistance. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 646 to 805 since 2022.

Plan summary
Net assets, end of year$25,808,461
Participants with balances674
Active participants805
Employer contributions$1,626,605
Employee contributions$3,632,665
Employer contribution per active participant$2,021
Average account balance$38,291
Benefits paid to participants$1,883,932
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 674 accts · $1.6M emplr
2023$16.2M · 635 accts · $1.3M emplr
2022$11.3M · 599 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,716
Investment management$133,669
Total administrative$162,385
The Complete Health Partners Holding 401(k) match · 2024
Employer contribution per active participant$2,021
Median for plans this size$2,416
2024$2,021 per active participant
2023$1,699 per active participant
2022$676 per active participant

Complete Health Partners Holding's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$93,019
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$69,365
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$162,385 · 0.77%
2023$144,027 · 1.05%
2022$84,683 · 0.93%
Similar plansHealth Care & Social Assistance · Florida
Aspire Health Partners FL$27.0M · 0.30%
Food for the Poor, Inc. FL$26.1M · 0.19%
Morselife Inc. FL$25.9M · 0.63%
Eye Physicians of Florida FL$25.6M · 0.11%
Diversus Health, Inc. FL$25.1M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872910533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.