Plan Ledger DOL Form 5500 · updated monthly

Health One Alliance, LLC401(k)

HEALTH ONE ALLIANCE, LLC EMPLOYEES SAVINGS TRUST · DALTON, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Health One Alliance, LLC reported $11,179 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,481 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 0.23% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,041st-largest of 2,160 plans among Georgia employers on file, and 3,571st of 4,798 in finance & insurance. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 210 to 263 since 2022.

Plan summary
Net assets, end of year$14,232,859
Participants with balances292
Active participants263
Employer contributions$652,605
Employee contributions$1,174,641
Employer contribution per active participant$2,481
Average account balance$48,743
Benefits paid to participants$277,233
Plan auditUnmodified (clean) audit opinion
AuditorEC BARRETT, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 292 accts · $653K emplr
2023$10.4M · 261 accts · $540K emplr
2022$8.1M · 278 accts · $472K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,962
Investment management$7,217
Total administrative$11,179
The Health One Alliance, LLC 401(k) match · 2024
Employer contribution per active participant$2,481
Median for plans this size$2,416
2024$2,481 per active participant
2023$2,233 per active participant
2022$2,249 per active participant

Health One Alliance, LLC's 2024 employer contribution ran above 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$7,217

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

Administrative cost history3
2024$11,179 · 0.09%
2023$9,458 · 0.10%
2022$17,624 · 0.23%
Same employer
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Heritage Southeast Bank GA$17.6M · 0.36%
Capital City Home Loans GA$17.3M · 0.90%
Wb&T Bankshares, Inc. GA$14.7M · 0.04%
Solupay Consulting LLC GA$12.8M · 0.51%
First Ic Bank GA$12.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582164837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.