Plan Ledger DOL Form 5500 · updated monthly

Healogics, LLC.401(k)

HEALOGICS, INC. 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Healogics, LLC. reported $376,562 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,570 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 fell from 0.38% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 230th-largest of 3,644 plans among Florida employers on file, and the 780th of 11,911 in health care & social assistance. In 2024, employees put in $2.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$153,279,256
Participants with balances3,756
Active participants2,741
Employer contributions$4,302,275
Employee contributions$12,870,612
Employer contribution per active participant$1,570
Average account balance$40,809
Benefits paid to participants$19,706,194
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$153.3M · 3,756 accts · $4.3M emplr
2023$137.0M · 3,734 accts · $3.9M emplr
2022$113.4M · 3,730 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$376,562
Total administrative$376,562
The Healogics, LLC. 401(k) match · 2024
Employer contribution per active participant$1,570
Median for plans this size$3,635
2024$1,570 per active participant
2023$1,471 per active participant
2022$1,596 per active participant

Healogics, LLC.'s 2024 employer contribution ran below the $3,635 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
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$328,202
MMA SECURITIES LLC · Investment advisory (plan)$48,360

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$376,562 · 0.26%
2023$373,074 · 0.30%
2022$463,712 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Akumin Inc. FL$163.5M · 0.35%
Oneblood, Inc. FL$160.3M · 0.24%
Chapters Health System, Inc. FL$151.8M · 0.38%
Empath-Stratum, Inc. FL$145.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650678356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.