Plan Ledger DOL Form 5500 · updated monthly

H2 Holdco, Inc. dba H2HEALTH401(k)

H2 HEALTH 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

H2 Holdco, Inc. dba H2HEALTH reported $19,383 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $319 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 rose from 0.12% to 0.13%. 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 1,155th-largest of 3,644 plans among Florida employers on file, and the 3,821st of 11,911 in health care & social assistance. In 2024, employees put in $4.00 for every $1.00 the employer contributed; active participation has grown from 1,173 to 3,020 since 2022.

Plan summary
Net assets, end of year$19,055,137
Participants with balances1,106
Active participants3,020
Employer contributions$962,118
Employee contributions$3,845,215
Employer contribution per active participant$319
Average account balance$17,229
Benefits paid to participants$616,876
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 1,106 accts · $962K emplr
2023$9.9M · 686 accts · $174K emplr
2022$4.7M · 394 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,060
Investment management$15,323
Total administrative$19,383
The H2 Holdco, Inc. dba H2HEALTH 401(k) match · 2024
Employer contribution per active participant$319
Median for plans this size$2,416
2024$319 per active participant
2023$91 per active participant

H2 Holdco, Inc. dba H2HEALTH's 2024 employer contribution ran below the $2,416 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 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)$15,323
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,060

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$19,383 · 0.13%
2023$9,623 · 0.13%
2022$4,694 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Femg Holdings, LLC FL$20.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843226050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.