Plan Snapshot
- Plan Sponsor: Annuity Health Holdings LLC
- Sponsor EIN: 843803336
- Sponsor Address: 111 LANCEWOOD ROAD, COLUMBIA, SC, 292107523
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $4.0M
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. |
|---|---|---|---|---|
| 2023 | 474 | $4.0M | $0 | $459,855 |
| 2022 | 448 | $3.2M | $0 | $428,151 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $54,214 | — | $54,214 |
| FIRST CITIZENS BANK AND TRUST COMPA | Investment Advisor | $24,254 | $468 | $24,722 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,936
- Estimated Expense Ratio: 1.958% 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 |
|---|---|---|---|---|---|
| 2023 | $39,234 | $12,127 | $27,107 | — | — |
| 2022 | $38,027 | $11,139 | $26,888 | — | — |