Plan Ledger DOL Form 5500 · updated monthly

Hazel Health, Inc.401(k)

HAZEL HEALTH, INC. 401(K) PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Hazel Health, Inc. reported $36,760 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $3,793 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 0.01% to 0.42%. 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 Texas (2,964th of 5,688), and 7,772nd of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 170 to 265 since 2022.

Plan summary
Net assets, end of year$10,718,945
Participants with balances230
Active participants265
Employer contributions$1,005,054
Employee contributions$2,158,107
Employer contribution per active participant$3,793
Average account balance$46,604
Benefits paid to participants$948,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 230 accts · $1.0M emplr
2023$6.7M · 166 accts · $742K emplr
2022$2.9M · 123 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,549
Investment management$1,211
Total administrative$36,760
The Hazel Health, Inc. 401(k) match · 2024
Employer contribution per active participant$3,793
Median for plans this size$1,313
2024$3,793 per active participant
2023$3,357 per active participant
2022$674 per active participant

Hazel Health, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,549

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$36,760 · 0.42%
2023$18,554 · 0.38%
2022$235 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Texas
Stratum Reservoir LLC TX$10.6M · 0.05%
Cg Infinity, Inc. TX$10.4M · 0.05%
IT Convergence TX$10.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475250409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.