Plan Ledger DOL Form 5500 · updated monthly

Hallmark Health Care Solutions Inc.401(k)

HALLMARK HEALTH CARE SOLUTIONS INC. 401(K) PLAN · CHARLESTOWN, MA · plan year 2024

Reported admin expense ratio · 2024
0.49%

Hallmark Health Care Solutions Inc. reported $10,280 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,510th of 2,726), and 10,626th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,773,659
Participants with balances186
Active participants186
Employer contributions—
Employee contributions$1,086,761
Employer contribution per active participant—
Average account balance$14,912
Benefits paid to participants$75,662
Plan auditUnmodified (clean) audit opinion
AuditorHALLMARK HEALTH CARE SOLUTIONS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,280
Total administrative$10,280
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 · 20241
VESTWELL · Contract administrator · Investment advisory (plan)$3,993

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

Administrative cost history1
2024$10,280 · 0.49%
Same employer
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Emulate Inc. MA$3.0M · 0.08%
Nference, Inc. MA$3.0M · 0.02%
Vivitide, LLC MA$3.0M · 0.97%
Idylwilde Farm Inc MA$2.9M · 0.62%
Maidpro Franchise LLC MA$2.7M · 0.59%
Gavin Foundation Inc MA$2.6M · 0.31%
Biobot Analytics MA$2.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273992592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.