# Health Insurance Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/health-insurance-associates-401k-plan

> Health Insurance Associates LLC's 401(k) plan: 989 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health Insurance Associates LLC

- **Sponsor EIN:** 364816928

- **Sponsor Address:** 844 WILLIAMS LANE, PORT ORANGE, FL, 32127

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

- **Total Participants:** 989

- **Total Assets:** $3.7M

## 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|989|$3.7M|$570,038|$782,506|

| 2023|507|$3.1M|$645,772|$783,638|

| 2022|418|$2.0M|$553,191|$628,936|

## 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|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$54,471|—|$54,471|

| ACCURATE WEALTH MANAGEMENT LLC|ADVISOR|$9,837|—|$9,837|

| YULISHANA, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [YULISHANA, INC.](https://planprovider.pro/provider/yulishana-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,308

- **Estimated Expense Ratio:** 1.729% 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|$65,828|$9,837|$6,020|—|—|

| 2023|$52,880|$4,652|$3,408|—|—|

| 2022|$6,111|$5,962|$80|—|—|

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