Plan Ledger DOL Form 5500 · updated monthly

Highway to Health, Inc.401(k)

GEOBLUE 401(K) RETIREMENT PLAN · KING OF PRUSSIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Highway to Health, Inc. reported $93,743 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,269 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 0.20%. 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 761st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,616th of 4,798 in finance & insurance. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 347 to 544 since 2022.

Plan summary
Net assets, end of year$51,912,598
Participants with balances695
Active participants544
Employer contributions$1,778,254
Employee contributions$3,759,997
Employer contribution per active participant$3,269
Average account balance$74,694
Benefits paid to participants$3,131,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.9M · 695 accts · $1.8M emplr
2023$41.8M · 590 accts · $1.3M emplr
2022$33.7M · 485 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,427
Investment management$44,316
Total administrative$93,743
The Highway to Health, Inc. 401(k) match · 2024
Employer contribution per active participant$3,269
Median for plans this size$2,416
2024$3,269 per active participant
2023$2,856 per active participant
2022$3,317 per active participant

Highway to Health, Inc.'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,427
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$35,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,316

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$93,743 · 0.20%
2023$83,799 · 0.22%
2022$84,169 · 0.23%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Nsm Insurance Group, LLC PA$60.0M · 0.29%
William a Graham Company PA$58.4M · 0.15%
Mid Penn Bank PA$51.9M · 0.10%
Orrstown Bank PA$51.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232903313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.