Plan Snapshot
- Plan Sponsor: Amatus Health
- Sponsor EIN: 823240443
- Sponsor Address: 10019 REISTERSTOWN ROAD, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2024 | 350 | $2.3M | $145,601 | $317,836 |
| 2023 | 364 | $2.1M | $221,633 | $491,827 |
| 2022 | 295 | $1.6M | $240,643 | $501,958 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $37,887 | — | $37,887 |
| BOOSTER, LLC | Other Service Provider | $12,130 | — | $12,130 |
| PROACCOUNT | Recordkeeper | $5,977 | — | $5,977 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- PROACCOUNT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,994
- Estimated Expense Ratio: 2.416% 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 | $55,992 | — | — | — | — |
| 2023 | $46,975 | — | — | — | — |
| 2022 | $37,156 | — | $37,156 | — | — |