Plan Snapshot
- Plan Sponsor: American Health Connection INC
- Sponsor EIN: 452874131
- Sponsor Address: 8484 WILSHIRE BLVD STE 501, BEVERLY HILLS, CA, 902113243
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $1.2M | $94,188 | $262,543 |
| 2023 | 164 | $930,131 | $94,853 | $230,732 |
| 2022 | 159 | $558,520 | $0 | $0 |
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 |
|---|---|---|---|---|
| OZUROVICH & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $12,818 | $6,353 | $5,605 | — | — |
| 2023 | $9,833 | $6,458 | $3,375 | — | — |
| 2022 | $9,854 | $3,242 | $6,612 | — | — |