Plan Ledger DOL Form 5500 · updated monthly

Healthfund Solutions LLC401(k)

HEALTHFUND SOLUTIONS LLC 401(K) PLAN · ORLANDO, FL · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Healthfund Solutions LLC reported $1,209 in plan administrative expenses for 2022: 0.33% of average plan assets, lower than ~75% of peers. Employer contributions averaged $449 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (3,508th of 3,644), and 3,201st of 3,341 in other services. In 2022, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$426,274
Participants with balances44
Active participants224
Employer contributions$100,543
Employee contributions$179,678
Employer contribution per active participant$449
Average account balance$9,688
Benefits paid to participants$105,387
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,209
Total administrative$1,209
The Healthfund Solutions LLC 401(k) match · 2022
Employer contribution per active participant$449
Median for plans this size$331

Healthfund Solutions LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,209 · 0.33%
Similar plansOther Services · Florida
Seminole Exchange, LLC FL$680K · 0.80%
Campuseai, Inc. FL$655K · 1.23%
Zoom Management, LLC FL$601K · 0.31%
Sfakia FL$157K · 0.07%
El Carwash Employeeco LLC FL$127K · 0.39%
Caliber Car Wash, LLC. FL$72K · 0.18%
Vidacann, LLC FL$33K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471384748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.