Plan Snapshot
- Plan Sponsor: American Specialty Health Incorporated
- Sponsor EIN: 330883241
- Sponsor Address: 10221 WATERIDGE CIRCLE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,464
- Total Assets: $159.0M
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. |
|---|---|---|---|---|
| 2025 | 2,464 | $159.0M | $0 | $0 |
| 2024 | 1,788 | $136.2M | $3.1M | $11.0M |
| 2023 | 1,779 | $113.0M | $2.8M | $9.7M |
| 2022 | 1,535 | $92.7M | $2.5M | $8.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $121,666 | — | $121,666 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $26,266 | — | $26,266 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,932
- Estimated Expense Ratio: 0.093% 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 |
|---|---|---|---|---|---|
| 2025 | $14,766,571 | $26,266 | — | — | — |
| 2024 | $159,807 | $15,718 | $300 | — | — |
| 2023 | $119,149 | $16,652 | — | — | — |
| 2022 | $146,829 | $15,441 | — | — | — |