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Original filing (PDF)20251006134753NAL0006176048001
HEALTHJOY LLC
Form 5500
FILING_RECEIVED
HEALTHJOY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
207
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHJOY LLC.
Plan sponsor
Name
HEALTHJOY LLC
EIN
46-5722012
Address
435 N LA SALLE DR SUITE 400 · CHICAGO, IL · 60654
Phone
(812) 344-0528
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $25K | — |
Investments
27 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 Fund Class K6 | — | — | — | $1.9M | 23.7% | |
| Fidelity Freedom 2050 Fund Class K6 | — | — | — | $1.6M | 19.9% | |
| Fidelity Freedom 2060 Fund Class K6 | — | — | — | $799K | 9.8% | |
| Fidelity 500 Index Fund | — | — | — | $740K | 9.1% | |
| Fidelity Freedom 2040 Fund Class K6 | — | — | — | $714K | 8.8% | |
| Fidelity Freedom 2045 Fund Class K6 | — | — | — | $382K | 4.7% | |
| Fidelity Blue Chip Growth Fund Class K6 | — | — | — | $333K | 4.1% | |
| Fidelity Freedom 2035 Fund Class K6 | — | — | — | $289K | 3.6% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $166K | 2.0% | |
| Allspring Special Small Cap Value Fund Class R6 * 616 Fidelity** Fidelity U.S. Bond Index Fund | — | — | — | $152K | 1.9% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund I | — | — | — | $124K | 1.5% | |
| Participants** Participant notes receivable - Bearing interest at 6.50 to 9.50 percent - | — | — | — | $117K | 1.4% | |
| Fidelity Small Cap Growth Fund Class K6 | — | — | — | $104K | 1.3% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $97K | 1.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $94K | 1.2% | |
| Fidelity Freedom 2065 Fund Class K6 | — | — | — | $74K | 0.9% | |
| Fidelity International Capital Appreciation Fund C | — | — | — | $69K | 0.8% | |
| Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $64K | 0.8% | |
| Columbia Emerging Market Columbia Emerging Markets Fund Institutional 3 | — | — | — | $62K | 0.8% | |
| Fidelity Freedom 2030 Fund Class K6 | — | — | — | $48K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $35K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $33K | 0.4% | |
| JPMorgan Government Bond Fund Class R6 | — | — | — | $31K | 0.4% | |
| BNY Mellon BNY Mellon Small/Mid Cap Growth Fund Class Y * 549 American Funds American Funds American Mutual Fund Class R6 | — | — | — | $31K | 0.4% | |
| Fidelity Total Bond Fund Class K6 | — | — | — | $20K | 0.2% | |
| Cohen & Steers Cohen & Steers Realty Shares Z | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2025 Fund Class K6 | — | — | — | $7K | <0.1% |
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