Plan Snapshot
- Plan Sponsor: Asian American Health Coalition
- Sponsor EIN: 311756818
- Sponsor Address: 7001 CORPORATE DRIVE, SUITE 120, HOUSTON, TX, 77036
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 341
- Total Assets: $8.8M
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. |
|---|---|---|---|---|
| 2025 | 341 | $8.8M | $0 | $0 |
| 2022 | 163 | $3.5M | $220,851 | $483,931 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | Recordkeeper | $36,166 | — | $36,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,166
- Estimated Expense Ratio: 0.412% 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 | $464,960 | $9 | — | — | — |
| 2022 | $26,946 | — | $26,946 | — | — |