Plan Snapshot
- Plan Sponsor: American Health Foundation, INC.
- Sponsor EIN: 311237141
- Sponsor Address: 5920 VENTURE DRIVE, DUBLIN, OH, 43017
- Plan Type: 403(b)
- Total Participants: 604
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 604 | $7.3M | $227,928 | $415,423 |
| 2023 | 556 | $7.0M | $219,103 | $412,484 |
| 2022 | 503 | $5.9M | $208,250 | $425,432 |
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 |
|---|---|---|---|---|
| HHH CPA GROUP LLC | 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 | $8,721 | — | $8,721 | — | — |
| 2023 | $6,664 | — | $6,664 | — | — |
| 2022 | $12,207 | $5,079 | $7,128 | — | — |