Plan Snapshot
- Plan Sponsor: Healogics, LLC.
- Sponsor EIN: 650678356
- Sponsor Address: 5220 BELFORT ROAD SUITE 130, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 2,741
- Total Assets: $153.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,741 | $153.3M | $4.3M | $12.9M |
| 2023 | 2,662 | $137.0M | $3.9M | $12.3M |
| 2022 | 2,648 | $113.4M | $4.2M | $12.5M |
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 |
|---|---|---|---|---|
| GRAY, GRAY, & GRAY LLP | Auditor | — | — | $0 |
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 | $376,562 | — | $376,562 | — | — |
| 2023 | $373,074 | $49,405 | — | — | — |
| 2022 | $463,712 | $48,000 | $40,366 | — | — |