Plan Ledger DOL Form 5500 · updated monthly

Health Help, Inc.401(k)

HEALTH HELP, INC. PROFIT SHARING PLAN AND TRUST · MCKEE, KY · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Health Help, Inc. reported $109,901 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,279 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 0.09% to 0.49%. 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 256th-largest of 871 plans among Kentucky employers on file, and the 3,251st of 11,911 in health care & social assistance. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,004,881
Participants with balances423
Active participants342
Employer contributions$779,408
Employee contributions$1,537,870
Employer contribution per active participant$2,279
Average account balance$56,749
Benefits paid to participants$1,797,923
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 423 accts · $779K emplr
2023$20.9M · 404 accts · $730K emplr
2022$17.3M · 384 accts · $692K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,306
Investment management$32,595
Total administrative$109,901
The Health Help, Inc. 401(k) match · 2024
Employer contribution per active participant$2,279
Median for plans this size$2,416
2024$2,279 per active participant
2023$2,127 per active participant
2022$2,047 per active participant

Health Help, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN TRUST COMPANY · Contract administrator · Recordkeeping$109,901

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$109,901 · 0.49%
2023$78,584 · 0.41%
2022$16,392 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Methodist Health, Inc. KY$30.0M · 0.25%
Pathways, Inc. KY$28.7M · 0.30%
Harrison Memorial Hospital KY$26.4M · 0.27%
Kentucky Blood Center KY$20.9M · 0.24%
Home of the Innocents, Inc. KY$20.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610843731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.