Health Services Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Health Services Management, Inc. 401(k) Plan Facts

Plan name
HEALTH SERVICES MANAGEMENT, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEALTH SERVICES MANAGEMENT, INC.
Participants
1,715 (2,895 active employees)
Former employees with a balance
137
Plan assets
$8,522,472 at Dec 31, 2024
Average account balance
$24,420 across 349 accounts
Employer contributions
$117,201 in plan year 2024 (13% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2004
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $899,049 went into the plan in contributions, $117,201 of it from the employer (13%).
  • $1.11 million was paid out to participants.
  • Investment and other income added $859,641.
  • Administrative expenses were $41,053, about $118 per account.

How the Health Services Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,141$7.91 million$79,702$627,696
20202,157$9.37 million$158,017$859,580
20211,765$9.80 million$161,047$1.70 million
20221,696$7.74 million$221,490$1.40 million
20231,920$8.01 million$171,217$1.73 million
20241,715$8.52 million$117,201$1.11 million

Health Services Management, Inc. 401(k) Contact Information

Phone
352-417-0360
Mailing address
7056 W. GULF TO LAKE HWY., CRYSTAL RIVER FL 34429
Plan sponsor
HEALTH SERVICES MANAGEMENT, INC.
Employer identification number (EIN)
62-1808817
Plan number
002

Questions about the Health Services Management, Inc. 401(k)

Does Health Services Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $117,201, 13% of all contributions.

Does the Health Services Management, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Health Services Management, Inc 401(k) plan?

1,715 participants at the start of plan year 2024, 2,895 of them active employees, and 137 former employees who still had money in the plan.

What is the average 401(k) balance at Health Services Management, Inc?

About $24,420 per account: $8.52 million in plan assets across 349 accounts with a balance at the end of plan year 2024.

Who manages the Health Services Management, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Health Services Management, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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