Plan Ledger DOL Form 5500 · updated monthly

Whole Family Health Center, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF WHOLE FAMILY HEALTH CENTER, INC. · VERO BEACH, 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

Whole Family Health Center, Inc. reported $865 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $959 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 0.03% to 0.01%. 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 Florida (2,196th of 3,644), and 6,972nd of 11,911 in health care & social assistance. In 2024, employees put in $3.82 for every $1.00 the employer contributed; active participation has grown from 98 to 197 since 2022.

Plan summary
Net assets, end of year$6,774,792
Participants with balances130
Active participants197
Employer contributions$188,846
Employee contributions$720,858
Employer contribution per active participant$959
Average account balance$52,114
Benefits paid to participants$212,358
Plan auditUnmodified (clean) audit opinion
AuditorHSC/TUSCAN & COMPANY, PA
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 130 accts · $189K emplr
2023$5.0M · 128 accts · $140K emplr
2022$3.2M · 136 accts · $138K emplr
The Whole Family Health Center, Inc. 401(k) match · 2024
Employer contribution per active participant$959
Median for plans this size$1,313
2024$959 per active participant
2023$709 per active participant
2022$1,406 per active participant

Whole Family Health Center, Inc.'s 2024 employer contribution ran below the $1,313 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$1,126

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$865 · 0.01%
2023$701 · 0.02%
2022$841 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Vault Health, Inc FL$6.9M · 0.61%
American Care Inc. FL$6.8M · 0.83%
Kids in Distress, Inc. FL$6.7M · 0.59%
R'Club Child Care, Inc. FL$6.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650715258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.