Department of Labor filing

HAZEL HEALTH, INC.

HAZEL HEALTH, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,793

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

265

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$150 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 56% of comparable plans

↗Investment performance

Not available

Plan assets changed 59.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense56th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HAZEL HEALTH, INC. reported $1,005,054 in employer contributions across the plan and 265 active participants. That works out to $3,793 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 463.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 10881.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,005,054
Participant contributions: $2,158,107
Other contributions: $646,860
Employer share of reported contributions: 31.8%
Beginning assets: $6,733,596
Ending assets: $10,718,945
Ending net assets: $10,718,945
Ending liabilities: $0
Total income: $4,978,202
Total expenses: $992,853
Administrative expenses: $36,760
Participant loans: $84,174

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$674

2023

$3,357

2024

$3,793

Plan-paid administrative expenses per participant

2022

2023

$103

2024

$150

Active participants

2022

170

2023

221

2024

265

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,793	265	10.7M	20251010102739NAL0012840144001
2023	$3,357	221	6.7M	20241010123113NAL0011460563001
2022	$674	170	2.9M	20230803131336NAL0010931843001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 475250409-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 26, 2022
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251010102739NAL0012840144001

Data sourceDOL Form 5500 bulk data ↗

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