Plan Snapshot
- Plan Sponsor: Automated Healthcare Solutions, LLC
- Sponsor EIN: 264736610
- Sponsor Address: 1401 NW 136TH AVENUE, SUNRISE, FL, 33323
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $5.3M
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. |
|---|---|---|---|---|
| 2024 | 96 | $5.3M | $105,277 | $366,513 |
| 2023 | 84 | $9.2M | $185,146 | $536,460 |
| 2022 | 78 | $6.9M | $171,038 | $497,227 |
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 |
|---|---|---|---|---|
| PAAST, P.L. | 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 | $70,363 | $28,520 | $4,397 | — | — |
| 2023 | $71,227 | $29,845 | $2,308 | — | — |
| 2022 | $66,547 | $27,812 | $37,001 | — | — |