# Hba Health Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hba-health-systems-llc-401k-plan

> Hba Health Systems, LLC's 401(k) plan: 946 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$62,290|—|$62,290|

| MORGAN STANLEY SMITH BARNEY LLC|BROKER/ADVISER|—|$39,552|$39,552|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$15,184|—|$15,184|

| MORGAN STANLEY INSURANCE SERVICES I|BROKER/ADVISER|—|$8,757|$8,757|

| FOVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FOVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,783

- **Estimated Expense Ratio:** 0.262% of plan assets

### 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|—|—|

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