Plan Ledger DOL Form 5500 · updated monthly

Greenway Health, LLC401(k)

GREENWAY HEALTH 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Greenway Health, LLC reported $147,487 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,190 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 0.16% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 307th-largest of 3,644 plans among Florida employers on file, and the 1,428th of 11,654 in professional & technical services. In 2024, employees put in $3.32 for every $1.00 the employer contributed; active participation has shrunk from 759 to 645 since 2022.

Plan summary
Net assets, end of year$106,049,059
Participants with balances1,155
Active participants645
Employer contributions$1,412,729
Employee contributions$4,690,950
Employer contribution per active participant$2,190
Average account balance$91,817
Benefits paid to participants$8,640,651
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.0M · 1,155 accts · $1.4M emplr
2023$95.2M · 1,217 accts · $1.5M emplr
2022$83.1M · 1,400 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$119,484
Investment management$28,003
Total administrative$147,487
The Greenway Health, LLC 401(k) match · 2024
Employer contribution per active participant$2,190
Median for plans this size$3,635
2024$2,190 per active participant
2023$2,457 per active participant
2022$2,218 per active participant

Greenway Health, LLC's 2024 employer contribution ran below the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$28,003

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

Administrative cost history3
2024$147,487 · 0.15%
2023$129,712 · 0.15%
2022$150,371 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Florida
V P Holdings, Inc. FL$121.8M · 0.18%
HX5, LLC FL$112.9M · 0.46%
Banker Lopez Gassler P.A. FL$109.3M · 0.03%
Alaka'Ina Foundation FL$99.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593396629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.