Plan Ledger DOL Form 5500 · updated monthly

Rural Health Care, Incorporated D/B/A Aza Health401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RURAL HEALTH CARE, INCORPORATED D/B/A AZA HEALTH · PALATKA, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rural Health Care, Incorporated D/B/A Aza Health reported $2,462 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,765 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 rose from 0.007% to 0.012%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,092nd-largest of 3,644 plans among Florida employers on file, and the 3,619th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,551,110
Participants with balances371
Active participants251
Employer contributions$442,961
Employee contributions$741,680
Employer contribution per active participant$1,765
Average account balance$55,394
Benefits paid to participants$2,739,310
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MOORE & CO., P.L.
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 371 accts · $443K emplr
2023$19.8M · 352 accts · $1.2M emplr
2022$16.8M · 365 accts · $440K emplr
The Rural Health Care, Incorporated D/B/A Aza Health 401(k) match · 2024
Employer contribution per active participant$1,765
Median for plans this size$2,416
2024$1,765 per active participant
2023$5,118 per active participant
2022$1,803 per active participant

Rural Health Care, Incorporated D/B/A Aza Health's 2024 employer contribution ran below 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,520

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,462 · 0.01%
2023$1,065 · 0.01%
2022$1,224 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Forkidcare, LLC FL$22.3M · 0.20%
Sanitas USA, Inc. FL$21.5M · 0.65%
Monte Nido & Affiliates FL$20.3M · 0.75%
Magruder Eye Institute FL$20.2M · 0.26%
Femg Holdings, LLC FL$20.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591792958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.