Original filing (PDF)20250714082312NAL0001158096001

HEALTHFUND SOLUTIONS LLC

Name: HEALTHFUND SOLUTIONS LLC — HEALTHFUND SOLUTIONS LLC 401(K) PLAN, Form 5500 (2024)
Creator: HEALTHFUND SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

HEALTHFUND SOLUTIONS LLC 401(K) PLAN

401(k) retirement plan

Active participants

116

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHFUND SOLUTIONS LLC.

Plan sponsor

Name

HEALTHFUND SOLUTIONS LLC

EIN

47-1384748

Address

3191 MAGUIRE BLVD · SUITE 100 · ORLANDO, FL · 32803

Phone

(407) 720-8431

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Other Services (ex. Public Admin) plans

ALYSSA GASCA CONSULTING, LLC

ALYSSA GASCA CONSULTING, LLC 401(K) PLAN

$1.1M · 1 participants

AUTO GALLERY INTERNATIONAL INC

AUTO GALLERY INTERNATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 84 participants

OPOURA INC

OPOURA INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 21 participants

CINCINNATI CATHOLIC CEMETERY SOCIETY

CINCINNATI CATHOLIC CEMETERY SOCIETY 401(K) SAVINGS PLAN

$1.1M · 19 participants

CANDA SOLUTIONS LLC

CANDA SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST