# Health First Shared Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/health-first-shared-services-inc-401k-plan

> Health First Shared Services, INC.'s 401(k) plan: 9,278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health First Shared Services, INC.

- **Sponsor EIN:** 593336894

- **Sponsor Address:** 3550 N. HARBOR CITY BLVD., MELBOURNE, FL, 329355714

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

- **Total Participants:** 9,278

- **Total Assets:** $903.0M

## 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|9,278|$903.0M|$12.5M|$44.8M|

| 2023|9,129|$809.8M|$12.1M|$42.2M|

| 2022|8,762|$691.7M|$11.2M|$38.7M|

## 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|

| MILLIMAN, INC.|NONE|$793,982|—|$793,982|

| CHARLES SCHWAB & CO., INC.|NONE|$135|$91,839|$91,974|

| SAVANT CAPITAL LLC|NONE|$70,317|—|$70,317|

| INVESTMENT RESEARCH & ADV. GRP., IN|NONE|$35,000|—|$35,000|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAVANT CAPITAL LLC](https://planprovider.pro/provider/savant-wealth-management) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $991,273

- **Estimated Expense Ratio:** 0.110% 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|$929,351|$110,555|—|—|—|

| 2023|$834,313|$72,113|—|—|—|

| 2022|$745,696|—|—|—|$745,696|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/health-first-shared-services-inc-401k-plan)

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