# Highway To Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/highway-to-health-inc-401k-plan

> Highway To Health, INC.'s 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Highway To Health, INC.

- **Sponsor EIN:** 232903313

- **Sponsor Address:** 933 1ST AVE, KING OF PRUSSIA, PA, 19406

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

- **Total Participants:** 544

- **Total Assets:** $51.9M

## 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|544|$51.9M|$1.8M|$3.8M|

| 2023|457|$41.8M|$1.3M|$3.1M|

| 2022|347|$33.7M|$1.2M|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,427|—|$49,427|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$35,000|—|$35,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,316|—|$9,316|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $93,743

- **Estimated Expense Ratio:** 0.181% 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|$93,743|$44,316|—|—|—|

| 2023|$83,799|$41,325|—|—|—|

| 2022|$84,169|$5,930|—|—|—|

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

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