Plan Ledger DOL Form 5500 · updated monthly

HEAD2HEAD, Inc.401(k)

HEAD2HEAD 401(K) PLAN · ROANOKE, VA · plan year 2022

Reported admin expense ratio · 2022
1.67%

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

HEAD2HEAD, Inc. reported $16,463 in plan administrative expenses for 2022: 1.67% of average plan assets, higher than ~75% of peers. Employer contributions averaged $512 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 health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,174th of 2,266), and 10,922nd of 11,911 in health care & social assistance. In 2022, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$975,801
Participants with balances67
Active participants114
Employer contributions$58,331
Employee contributions$128,570
Employer contribution per active participant$512
Average account balance$14,564
Benefits paid to participants$49,428
Plan auditUnmodified (clean) audit opinion
AuditorFOTI, FLYNN, LOWEN & CO., P.C.
Administrative expenses, itemized · 2022
Investment management$9,762
Total administrative$16,463
The HEAD2HEAD, Inc. 401(k) match · 2022
Employer contribution per active participant$512
Median for plans this size$331

HEAD2HEAD, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,463 · 1.67%
Similar plansHealth Care & Social Assistance · Virginia
Ehs Support Services, LLC VA$1.1M · 1.48%
Caritas VA$962K · 0.18%
Interim Healthcare VA$879K · 2.16%
Gateway Homes, Inc VA$840K · 0.73%
Family Insight, P.C. VA$735K · 2.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452017538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.