Plan Ledger DOL Form 5500 · updated monthly

H. C. a. S. of Florida dba CALL4HEALTH401(k)

CALL4HEALTH 401(K) PROFIT SHARING PLAN · DELRAY BEACH, FL · plan year 2022

Reported admin expense ratio · 2022
3.04%

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

H. C. a. S. of Florida dba CALL4HEALTH reported $18,804 in plan administrative expenses for 2022: 3.04% of average plan assets, higher than ~90% of peers. Employer contributions averaged $44 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (3,406th of 3,644), and 2,237th of 2,534 in administrative & support services. In 2022, employees put in $8.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$837,447
Participants with balances55
Active participants445
Employer contributions$19,529
Employee contributions$174,669
Employer contribution per active participant$44
Average account balance$15,226
Benefits paid to participants$43,222
Plan auditDisclaimer of opinion
AuditorJM CPA GROUP LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,581
Professional / advisory$10,223
Total administrative$18,804
The H. C. a. S. of Florida dba CALL4HEALTH 401(k) match · 2022
Employer contribution per active participant$44
Median for plans this size$331

H. C. a. S. of Florida dba CALL4HEALTH's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,804 · 3.04%
Same employer
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National Sourcing Inc FL$986K · 0.65%
Activus Connect LLC FL$916K · 2.63%
Combined Services, Inc. FL$821K · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650711998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.