Plan Snapshot
- Plan Sponsor: Acumen Health Holdings, LLC
- Sponsor EIN: 821168188
- Sponsor Address: 960 HARVEST DRIVE, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 190
- Total Assets: $11.3M
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. |
|---|---|---|---|---|
| 2025 | 190 | $11.3M | $0 | $0 |
| 2024 | 148 | $9.4M | $327,801 | $745,991 |
| 2023 | 117 | $8.1M | $331,944 | $721,097 |
| 2022 | 112 | $6.3M | $261,521 | $608,552 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | Other Service Provider | $30,565 | — | $30,565 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $18,190 | — | $18,190 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,755
- Estimated Expense Ratio: 0.432% 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 |
|---|---|---|---|---|---|
| 2025 | $3,462,892 | $30,565 | $18,190 | — | — |
| 2024 | $41,219 | $26,002 | $15,217 | — | — |
| 2023 | $34,938 | $20,960 | $13,978 | — | — |
| 2022 | $30,339 | $18,772 | $11,567 | — | — |