Plan Ledger DOL Form 5500 · updated monthly

Health Information Associates, Inc.401(k)

HEALTH INFORMATION ASSOCIATES, INC. 401(K) PLAN · PAWLEYS ISLAND, SC · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Health Information Associates, Inc. reported $53,374 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,008 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 3 years on file its reported administrative ratio rose from 0.17% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 191st-largest of 807 plans among South Carolina employers on file, and the 4,276th of 11,654 in professional & technical services. In 2025, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 131 to 163 since 2022.

Plan summary
Net assets, end of year$29,131,053
Participants with balances217
Active participants163
Employer contributions$653,374
Employee contributions$1,334,605
Employer contribution per active participant$4,008
Average account balance$134,244
Benefits paid to participants$409,297
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$29.1M · 217 accts · $653K emplr
2024$23.6M · 215 accts · $572K emplr
2023$21.1M · 181 accts · $529K emplr
2022$16.9M · 160 accts · $464K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$18,374
Investment management$35,000
Total administrative$53,374
The Health Information Associates, Inc. 401(k) match · 2025
Employer contribution per active participant$4,008
Median for plans this size$2,666
2025$4,008 per active participant
2024$3,271 per active participant
2023$3,456 per active participant
2022$3,545 per active participant

Health Information Associates, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$35,000

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

Administrative cost history4
2025$53,374 · 0.20%
2024$36,472 · 0.16%
2023$35,893 · 0.19%
2022$31,819 · 0.17%
Same employer
Similar plansProfessional & Technical Services · South Carolina
Davis & Floyd, Inc SC$32.3M · 0.43%
McMillan Pazdan Smith, LLC SC$32.0M · 0.69%
Orbis Sibro, Inc. SC$31.8M · 0.40%
Clement Rivers, LLP SC$25.7M · 0.21%
Websterrogers, LLP SC$23.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561792988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.