Plan Ledger DOL Form 5500 · updated monthly

Healthtrax International, Inc.401(k)

HEALTHTRAX INTERNATIONAL, INC. 401(K) & SALARY SAVINGS PLAN · GLASTONBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.79%

Healthtrax International, Inc. reported $66,743 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. 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 rose from 0.74% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Connecticut (796th of 1,106), and 736th of 1,311 in arts, entertainment & recreation. active participation has grown from 170 to 221 since 2022.

Plan summary
Net assets, end of year$8,711,468
Participants with balances204
Active participants221
Employer contributions—
Employee contributions$364,710
Employer contribution per active participant—
Average account balance$42,703
Benefits paid to participants$1,001,383
Plan auditUnmodified (clean) audit opinion
AuditorMAHONEYSABOL & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 204 accts
2023$8.1M · 245 accts
2022$7.6M · 300 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,258
Investment management$19,485
Total administrative$66,743
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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$45,760
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)$19,485

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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Administrative cost history3
2024$66,743 · 0.79%
2023$56,087 · 0.71%
2022$64,746 · 0.74%
Similar plansArts, Entertainment & Recreation · Connecticut
Diamond Sports Group, LLC CT$51.8M · 0.15%
Ticketnetwork, Inc. CT$30.2M · 0.21%
Mystic Seaport Museum, Inc. CT$26.8M · 0.04%
American Cruise Lines, Inc. CT$21.0M · 0.59%
Sportech, Inc. CT$8.6M · 0.06%
Global Tote US LLC CT$6.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061209788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.