Health Help 401(k) match, vesting and fees
What Health Help's 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 | American Trust Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars 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 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Health Help: employer contribution per participant | $1,843 | |
| Peer median | $1,468 |
| Health Help: average balance | $56,749 | |
| Peer median | $37,786 |
| Health Help: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.39% |
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 $18.5M at the end of plan year 2021 to $24M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 430 | $24M | $779K | $1,843 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 412 | $20.9M | $730K | $1,806 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 394 | $17.3M | $692K | $1,802 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 393 | $18.5M | $596K | $1,545 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Health Help match 401(k) contributions?
The match terms for the Health Help, Inc. Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $779K in employer contributions, about $1,843 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Health Help 401(k) match vested?
The vesting schedule for the Health Help, Inc. Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Health Help 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Trust Company. The plan administrator is Health Help, Inc..
I left Health Help. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Health Help, Inc., (606) 287-7104) or the recordkeeper, American Trust Company. The Health Help old 401(k) page lists the contacts from every plan filing. Find an old Health Help 401(k)
Data from the public Form 5500 annual reports Health Help filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Help. Not financial advice. Report a correction · Methodology