Healthmark Medical Group, LLC DBA Healthmark Group 401(k) match, vesting and fees
What Healthmark Medical Group, LLC DBA Healthmark Group'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Saville Cpas & Advisors, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Healthmark Medical Group, LLC DBA Healthmark Group: employer contribution per participant | $1,704 | |
| Peer median | $1,495 |
| Healthmark Medical Group, LLC DBA Healthmark Group: average balance | $22,164 | |
| Peer median | $34,563 |
| Healthmark Medical Group, LLC DBA Healthmark Group: admin expenses ÷ assets | 0.70% | |
| Peer median | 0.51% |
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 $2M at the end of plan year 2021 to $6.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 670 | $6.1M | $470K | $1,704 | 0.70% | Not published | Form 5500 ↗ |
| 2023 | 533 | $5M | $362K | $1,611 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 470 | $2.7M | $256K | $1,632 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 352 | $2M | $165K | $1,523 | 0.54% | Not published | 5500-SF ↗ |
Common questions
Does Healthmark Medical Group, LLC DBA Healthmark Group match 401(k) contributions?
The match terms for the Healthmark Medical Group, LLC DBA Healthmark Group, LLC 401(k) P/S Plan have not been published from its filing yet. The plan year 2024 filing reports $470K in employer contributions, about $1,704 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Healthmark Medical Group, LLC DBA Healthmark Group 401(k) match vested?
The vesting schedule for the Healthmark Medical Group, LLC DBA Healthmark Group, LLC 401(k) P/S Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Healthmark Medical Group, LLC DBA Healthmark Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Healthmark Medical Group, LLC DBA Healthmark Group, LLC.
I left Healthmark Medical Group, LLC DBA Healthmark Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Healthmark Medical Group, LLC DBA Healthmark Group, LLC, (469) 906-2971) or the recordkeeper, Transamerica Retirement Solutions. The Healthmark Medical Group, LLC DBA Healthmark Group old 401(k) page lists the contacts from every plan filing. Find an old Healthmark Medical Group, LLC DBA Healthmark Group 401(k)
Data from the public Form 5500 annual reports Healthmark Medical Group, LLC DBA Healthmark Group 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 Healthmark Medical Group, LLC DBA Healthmark Group. Not financial advice. Report a correction · Methodology