Plan Snapshot
- Plan Sponsor: H2 Holdco, INC. Dba H2health
- Sponsor EIN: 843226050
- Sponsor Address: H2 HEALTH 484 RIVERSIDE AVE, JACKSONVILLE, FL, 32202
- Plan Type: 401(k)
- Total Participants: 3,020
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,020 | $19.1M | $962,118 | $3.8M |
| 2023 | 1,915 | $9.9M | $173,817 | $2.8M |
| 2022 | 1,173 | $4.7M | $0 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,383 | $15,323 | — | — | — |
| 2023 | $9,623 | $6,139 | — | — | — |
| 2022 | $4,694 | $2,944 | — | — | — |