Plan Ledger DOL Form 5500 · updated monthly

Healthkeeperz, Inc.401(k)

HEALTHKEEPERZ, INC. 401(K) PLAN · PEMBROKE, NC · plan year 2022

Reported admin expense ratio · 2022
0.95%

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

Healthkeeperz, Inc. reported $35,255 in plan administrative expenses for 2022: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $415 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 has held roughly steady near 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,612th of 2,005), and 8,927th of 11,911 in health care & social assistance. In 2022, employees put in $5.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,479,382
Participants with balances212
Active participants171
Employer contributions$70,968
Employee contributions$384,452
Employer contribution per active participant$415
Average account balance$16,412
Benefits paid to participants$147,371
Plan auditUnmodified (clean) audit opinion
AuditorDAVID E. BOYCE
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 141 accts · $26K emplr
2023$2.7M · 146 accts · $54K emplr
2022$3.5M · 212 accts · $71K emplr
The Healthkeeperz, Inc. 401(k) match · 2022
Employer contribution per active participant$415
Median for plans this size$1,114
2024$193 per active participant
2023$510 per active participant
2022$415 per active participant

Healthkeeperz, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 history3
2024$27,407 · 0.99%
2023$35,077 · 1.13%
2022$35,255 · 0.95%
Similar plansHealth Care & Social Assistance · North Carolina
Gha Autism Supports NC$3.6M · 1.00%
Mountain Projects, Inc. NC$3.6M · 0.23%
Friends Homes, Inc. NC$3.5M · 0.80%
Action Pathways, Inc. NC$3.3M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561904210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.