Plan Snapshot
- Plan Sponsor: American Health Care
- Sponsor EIN: 854354835
- Sponsor Address: 1901 AVENUE OF THE STARS, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 1,139
- Total Assets: $41.2M
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 | 1,139 | $41.2M | $1.7M | $3.9M |
| 2023 | 1,132 | $32.9M | $729,428 | $3.4M |
| 2022 | 1,062 | $26.3M | $199,211 | $3.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $20,213 | — | $20,213 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,213
- Estimated Expense Ratio: 0.049% 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 | $160,771 | $79,670 | $60,888 | $20,213 | — |
| 2023 | $126,093 | $62,856 | $44,232 | $19,005 | — |
| 2022 | $105,345 | $52,600 | $38,675 | — | $14,070 |