# Health E Systems Dba Healthesystems 401(k) Plan
Source: https://planprovider.pro/companies/health-e-systems-dba-healthesystems-401k-plan

> Health E Systems Dba Healthesystems's 401(k) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health E Systems Dba Healthesystems

- **Sponsor EIN:** 421571782

- **Sponsor Address:** 5404 CYPRESS CENTER DRIVE, TAMPA, FL, 33609

- **Plan Type:** 401(k)

- **Total Participants:** 325

- **Total Assets:** $46.3M

## 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|325|$46.3M|$1.1M|$3.1M|

| 2023|341|$38.9M|$1.1M|$2.9M|

| 2022|344|$31.0M|$1.0M|$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|

| MERCER|NONE|$70,848|—|$70,848|

| T ROWE PRICE RPS INC|NONE|$45,710|—|$45,710|

| PRIDA, GUIDA & PEREZ, P.A|NONE|$15,500|—|$15,500|

| PRIDA, GUIDA & PEREZ, P.A.|Auditor|$15,500|—|$15,500|

### Verified Provider Profiles

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

- [PRIDA, GUIDA & PEREZ, P.A.](https://planprovider.pro/provider/prida-guida-and-perez-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $147,558

- **Estimated Expense Ratio:** 0.318% 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|$243,045|—|—|$15,500|—|

| 2023|$200,809|—|—|—|—|

| 2022|$203,053|—|—|—|$79,170|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/health-e-systems-dba-healthesystems-401k-plan)

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