# H2 Holdco, INC. Dba H2health 401(k) Plan
Source: https://planprovider.pro/companies/h2-holdco-inc-dba-h2health-401k-plan

> H2 Holdco, INC. Dba H2health's 401(k) plan: 3,020 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bernard-robinson-and-company) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/h2-holdco-inc-dba-h2health-401k-plan)

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