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Original filing (PDF)20250922125044NAL0007688050001
HEALTHCARE APPRAISERS, INC.
Form 5500
FILING_RECEIVED
HEALTHCARE APPRAISERS, INC. PROFIT-SHARING PLAN (F.K.A. HEALTHCARE APPRAISERS, INC. ESOP)
Defined-contribution retirement plan
Signals · 1
~98 bps in Sched C fees
Active participants
80
Accounts w/ balance
133
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 98 bps in Schedule C fees — 89% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHCARE APPRAISERS, INC..
Plan sponsor
Name
HEALTHCARE APPRAISERS, INC.
EIN
36-4343782
Address
2101 NW CORPORATE BLVD, SUITE 400 · BOCA RATON, FL · 33431
Phone
(561) 330-3488
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ECP ACCOUNTING, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | RECORDKEEPING FEE | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUMEN ADVISORY SERVICES, LLC | — | MUSKEGO, WI | ADVISORY FEE | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECP ACCOUNTING, INC | — | EVANSVILLE, IN | ACCOUNTING FEE | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARTWELL FINANCIAL ADVISORY, INC. | — | MINNEAPOLIS, MN | VALUATION FEE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.