Plan Ledger DOL Form 5500 · updated monthly

Health Services Holdings, Inc.401(k)

HEALTH SERVICES HOLDINGS, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.18%

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

Health Services Holdings, Inc. reported $147,824 in plan administrative expenses for 2025: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,528 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 fell from 0.25% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 135th-largest of 1,285 plans among Arizona employers on file, and the 1,740th of 11,654 in professional & technical services. In 2025, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 390 to 444 since 2022.

Plan summary
Net assets, end of year$85,602,984
Participants with balances516
Active participants444
Employer contributions$1,566,493
Employee contributions$4,324,185
Employer contribution per active participant$3,528
Average account balance$165,897
Benefits paid to participants$7,346,019
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$85.6M · 516 accts · $1.6M emplr
2024$74.8M · 531 accts · $1.5M emplr
2023$64.2M · 491 accts · $1.4M emplr
2022$51.7M · 470 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$147,824
Total administrative$147,824
The Health Services Holdings, Inc. 401(k) match · 2025
Employer contribution per active participant$3,528
Median for plans this size$4,093
2025$3,528 per active participant
2024$3,205 per active participant
2023$3,135 per active participant
2022$3,016 per active participant

Health Services Holdings, Inc.'s 2025 employer contribution ran below the $4,093 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$147,823
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$147,824 · 0.18%
2024$146,880 · 0.21%
2023$137,145 · 0.24%
2022$135,118 · 0.25%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 201121730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.