Plan Snapshot
- Plan Sponsor: Accanto Health, LLC
- Sponsor EIN: 454471717
- Sponsor Address: 1295 BANDANA BLVD WEST, SAINT PAUL, MN, 551081737
- Plan Type: 401(k)
- Total Participants: 1,333
- Total Assets: $42.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,333 | $42.5M | $1.9M | $4.6M |
| 2023 | 1,791 | $35.3M | $1.0M | $4.5M |
| 2022 | 789 | $18.7M | $607,710 | $2.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $173,517 | — | $173,517 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $32,000 | $32,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,517
- Estimated Expense Ratio: 0.484% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $173,518 | — | $173,518 | — | — |
| 2023 | $143,710 | — | $143,710 | — | — |
| 2022 | $90,448 | — | $90,448 | — | — |