Original filing (PDF)20250530154537NAL0008228241001

HEALTHEDGE INVESTMENT PARTNERS, LLC

Name: HEALTHEDGE INVESTMENT PARTNERS, LLC — HEALTHEDGE INVESTMENT PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: HEALTHEDGE INVESTMENT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

HEALTHEDGE INVESTMENT PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHEDGE INVESTMENT PARTNERS, LLC.

Plan sponsor

Name

HEALTHEDGE INVESTMENT PARTNERS, LLC

EIN

20-2951019

Address

5550 W. EXECUTIVE DRIVE, SUITE 230 · TAMPA, FL · 33609

Phone

(813) 490-7100

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CAPITAL PLANNING SERVICES, CORP.

CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN

$3.1M · 15 participants

STOREN TAX & FINANCIAL GROUP, INC.

STOREN TAX & FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN

$3.1M · 30 participants

EVERGREEN CAPITAL MANAGEMENT, INC.

EVERGREEN CAPITAL MANAGEMENT, INC. RETIREMENT PLAN

$3.1M · 15 participants

AJK FINANCIAL GROUP

AJK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

$3.1M · 3 participants

AMERICAN FINANCIAL MANAGEMENT, INC.