Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Garner Health Technology
Garner Health Technology 401(k)
- Health care and social assistance
- New York, NY
- EIN 84-3555449
- 1 plan with Schedule H financials
- Plan year 2024
- Garner Health Technology, Inc.
Total assets, end of year · Garner Health 401(k) Plan · plan year 2024
$4,793,113
266 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251022085138NAL0001432689001, received 2025-10-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251022085138NAL0001432689001, received 2025-10-22
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-22.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 266
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251022085138NAL0001432689001, received 2025-10-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251022085138NAL0001432689001, received 2025-10-22
Administrative expenses per participant
$20.75
Higher than 10% of the 15,210 plans $1 to 10M that report it.
Source
= $5,520 / 266
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251022085138NAL0001432689001, received 2025-10-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251022085138NAL0001432689001, received 2025-10-22
Administrative expenses as a share of assets
0.115%
Higher than 16% of the 15,243 plans $1 to 10M that report it.
Source
= $5,520 / $4,793,113
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251022085138NAL0001432689001, received 2025-10-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251022085138NAL0001432689001, received 2025-10-22
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 266
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251022085138NAL0001432689001, received 2025-10-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251022085138NAL0001432689001, received 2025-10-22
Employer share of total contributions
0.0%
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / $3,027,001
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251022085138NAL0001432689001, received 2025-10-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251022085138NAL0001432689001, received 2025-10-22
Plan terms, as stated in Garner Health Technology, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2J 401(k) feature · 2K 401(m) arrangement · 2G fully participant-directed · 3D IRS pre-approved plan · 2T default investment (QDIA) · 2S pre-approved plan document · 3B · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251022085138NAL0001432689001, received 2025-10-22
Full record, Garner Health 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | GARNER HEALTH TECHNOLOGY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Plan name | GARNER HEALTH 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Sponsor EIN / plan number | 84-3555449 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Industry (business code) | 621111, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Filing received | 2025-10-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Participants, beginning of year | 180 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Active participants | 249 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Participants, end of year | 303 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Participants with an account balance | 266 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Total assets, beginning of year | $1,730,600 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Total assets, end of year | $4,793,113 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Net assets, end of year | $4,793,113 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Total income | $3,392,880 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Net income | $3,062,513 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Participant contributions | $1,986,460 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Other contributions (incl. rollovers) | $1,040,541 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Total contributions | $3,027,001 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Benefit payments | $324,847 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Total expenses (incl. benefit payments) | $330,367 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Total administrative expenses | $5,520 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Investment advisory and management fees | $5,520 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Held in mutual funds | $4,793,113 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251022085138NAL0001432689001, received 2025-10-22 |
| Independent auditor | SENSIBA LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251022085138NAL0001432689001, received 2025-10-22 |
Position = column in the DOL layout for form year 2024. Filing 20251022085138NAL0001432689001, received 2025-10-22.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLCrecordkeeper | RECORDKEEPER | 27 Investment advisory (plan); 64 Recordkeeping fees | $5,520 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251022085138NAL0001432689001, received 2025-10-22.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,730,600 | $4,793,113 | 177.0% |
| Participants with a balance | 153 | 266 | 73.9% |
| Administrative expenses | $1,499 | $5,520 | 268.2% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | not reported | $0 |
Prior filing 20251022085108NAL0001701907001, received 2025-10-22; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: GARNER HEALTH TECHNOLOGY, INC.; SEC registrant: Garner Health Technology, Inc. (CIK 1799535, matched by EIN).