# Health Services Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/health-services-management-inc-401k-plan

> Health Services Management, INC.'s 401(k) plan: 2,895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health Services Management, INC.

- **Sponsor EIN:** 621808817

- **Sponsor Address:** 7056 W. GULF TO LAKE HWY., CRYSTAL RIVER, FL, 34429

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

- **Total Participants:** 2,895

- **Total Assets:** $8.5M

## 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|2,895|$8.5M|$117,201|$613,941|

| 2023|1,590|$8.0M|$171,217|$689,536|

| 2022|1,795|$7.7M|$221,490|$835,262|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|ADVISOR|$23,136|—|$23,136|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,917|—|$17,917|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS 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:** $41,053

- **Estimated Expense Ratio:** 0.482% 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|$41,053|$23,136|—|—|—|

| 2023|$39,707|$25,473|—|—|—|

| 2022|$43,208|—|—|—|—|

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

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