Health First Shared Services 401(k) match, vesting and fees
What Health First Shared Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 49 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Health First Shared Services: employer contribution per participant | $1,245 | |
| Peer median | $2,281 |
| Health First Shared Services: average balance | $91,626 | |
| Peer median | $78,681 |
| Health First Shared Services: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $692M at the end of plan year 2022 to $1B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 12,178 | $1B | $13.7M | $1,245 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 11,526 | $903M | $12.5M | $1,205 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 11,433 | $810M | $12.1M | $1,216 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 10,972 | $692M | $11.2M | $1,248 | 0.22% | Not published | Form 5500 ↗ |
Other Health First Shared Services plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Privia Medical Group 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Health First Frozen 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Health First, Inc. Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Rsm US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Health First Medical Group Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Health First Shared Services match 401(k) contributions?
The match terms for the Health First Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $13.7M in employer contributions, about $1,245 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Health First Shared Services 401(k) match vested?
The vesting schedule for the Health First Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Health First Shared Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Milliman, Inc.. The plan administrator is Health First Shared Services, Inc..
I left Health First Shared Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Health First Shared Services, Inc., (321) 434-8990) or the recordkeeper, Milliman, Inc.. The Health First Shared Services old 401(k) page lists the contacts from every plan filing. Find an old Health First Shared Services 401(k)
Data from the public Form 5500 annual reports Health First Shared Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Health First Shared Services. Not financial advice. Report a correction · Methodology