# American Specialty Health Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/american-specialty-health-incorporated-401k-plan

> American Specialty Health Incorporated's 401(k) plan: 1,788 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Specialty Health Incorporated

- **Sponsor EIN:** 330883241

- **Sponsor Address:** 10221 WATERIDGE CIRCLE, SAN DIEGO, CA, 92121

- **Plan Type:** 401(k)

- **Total Participants:** 1,788

- **Total Assets:** $136.2M

## 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|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|$144,089|—|$144,089|

| STRATEGIC ADVISORS, INC.|ADVISOR|$15,718|—|$15,718|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $159,807

- **Estimated Expense Ratio:** 0.117% 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|$159,807|$15,718|$300|—|—|

| 2023|$119,149|$16,652|—|—|—|

| 2022|$146,829|$15,441|—|—|—|

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