Plan Snapshot
- Plan Sponsor: Hba Health Systems, LLC
- Sponsor EIN: 651033991
- Sponsor Address: 5310 NW 33 AVENUE SUITE 211, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 946
- Total Assets: $47.9M
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 | 946 | $47.9M | $338,419 | $2.7M |
| 2023 | 894 | $47.3M | $311,003 | $2.6M |
| 2022 | 886 | $41.6M | $317,902 | $2.7M |
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 |
|---|---|---|---|---|
| FOVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FOVIS MAZARS, 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 | $77,474 | $15,184 | — | — | — |
| 2023 | $63,691 | $12,710 | — | — | — |
| 2022 | $72,661 | — | $72,661 | — | — |