Plan Snapshot
- Plan Sponsor: Altais Health Solutions
- Sponsor EIN: 920757200
- Sponsor Address: 601 12TH STREET SUITE 1600, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $38.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 510 | $38.8M | $1.6M | $3.3M |
| 2023 | 329 | $36.8M | $1.4M | $3.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $98,769 | — | $98,769 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $30,246 | — | $30,246 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Investment Advisor | $20,567 | — | $20,567 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,582
- Estimated Expense Ratio: 0.385% 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 | $149,582 | $50,813 | — | — | — |
| 2023 | $116,254 | $36,722 | — | — | — |