Plan Ledger DOL Form 5500 · updated monthly

Health Holdings Company, LLC401(k)

HEALTH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN · CORAL GABLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.53%

Health Holdings Company, LLC reported $10,993 in plan administrative expenses for 2024: 0.53% of average plan assets, above 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.

Across the 2 years on file its reported administrative ratio fell from 1.25% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Florida (2,995th of 3,644), and 774th of 945 in agriculture, forestry & fishing. active participation has grown from 374 to 475 since 2022.

Plan summary
Net assets, end of year$2,490,441
Participants with balances197
Active participants475
Employer contributions—
Employee contributions$643,299
Employer contribution per active participant—
Average account balance$12,642
Benefits paid to participants$140,066
Plan auditUnmodified (clean) audit opinion
AuditorKAUFMAN, ROSSIN & CO
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 197 accts
2023$1.6M · 173 accts
2022$1.1M · 175 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,993
Total administrative$10,993
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
EQUITABLE LIFE INSURANCE CO. · Recordkeeping · Trustee (directed)$10,993

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

Recordkeeper by year2
2024EQUITABLE LIFE INSURANCE CO.
2023EQUITABLE LIFE INSURANCE CO.

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Administrative cost history3
2024$10,993 · 0.53%
2023$11,512 · 0.86%
2022$12,565 · 1.25%
Same employer
Similar plansAgriculture, Forestry & Fishing · Florida
Brantley Nurseries FL$3.1M · 0.45%
Harrell's Nursery, Inc. FL$2.8M · 1.50%
Freshfields Farm, Inc. FL$2.6M · 0.07%
Robert C. Hatton, Inc. FL$2.2M · 0.08%
J & J Produce, Inc FL$2.1M · 0.96%
Worldwide Primates, Inc. FL$2.0M · 0.31%
May Nursery, Inc. FL$1.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461021329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.