What are the fees in the Hill Valley Healthcare, LLC 401(k) plan?

For plan year 2024, Hill Valley Healthcare, LLC reported $38,195 in plan administrative expenses, or 1.40% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Hill Valley Healthcare, LLC 401(k)?

The average participant account balance was $13,298 for plan year 2024, based on 266 accounts.

Hill Valley Healthcare, LLC401(k)

Name: Hill Valley Healthcare, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

HILL VALLEY 401K PLAN · WOODMERE, NY · plan year 2024

Reported admin expense ratio · 2024

1.40%

Hill Valley Healthcare, LLC reported $38,195 in plan administrative expenses for 2024: 1.40% of average plan assets, higher than ~90% of peers. 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,778th of 5,648), and 8,887th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,537,280
Participants with balances266
Active participants775
Employer contributions—
Employee contributions$1,094,751
Employer contribution per active participant—
Average account balance$13,298
Benefits paid to participants$195,054
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON & COMPANY

Administrative expenses, itemized · 2024

Recordkeeping & contract admin$36,898

Investment management$1,297

Total administrative$38,195

What these fees cost you

Your balance

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

TRANSAMERICA FIN. LIFE INSURANCE CO · Recordkeeping · Loan processing$19,967

ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$16,931

RPA FINANCIAL LLC · Investment advisory (plan)$1,297

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

Administrative cost history1

2024$38,195 · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822731846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.