# Healthaxis Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/healthaxis-group-llc-401k-plan

> Healthaxis Group, LLC's 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthaxis Group, LLC

- **Sponsor EIN:** 455531595

- **Sponsor Address:** 400 N. ASHLEY DRIVE, TAMPA, FL, 33602

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

- **Total Participants:** 207

- **Total Assets:** $16.8M

## 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|207|$16.8M|$300,724|$1.2M|

| 2023|230|$16.2M|$325,265|$1.4M|

| 2022|325|$13.6M|$348,332|$1.5M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$32,490|—|$32,490|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$26,552|—|$26,552|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,042

- **Estimated Expense Ratio:** 0.351% 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|$59,042|$32,490|—|—|—|

| 2023|$52,008|$28,708|—|—|—|

| 2022|$44,216|—|—|—|—|

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