Plan Snapshot
- Plan Sponsor: Capital Health Services, INC.
- Sponsor EIN: 201292646
- Sponsor Address: 3015 NEWMARK DRIVE, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 538
- 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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 538 | $8.8M | $518,400 | $765,247 |
| 2023 | 519 | $7.9M | $586,175 | $809,484 |
| 2022 | 719 | $6.3M | $538,618 | $718,309 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO. OF AMERICA | RECORDKEEPER | $56,087 | — | $56,087 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $25,647 | — | $25,647 |
| BENEFIT PLANS PLUS, LLC | CONTRACT ADMIN | $25,294 | — | $25,294 |
| PLANTE MORAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,028
- Estimated Expense Ratio: 1.211% 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 | $111,135 | — | $111,135 | — | — |
| 2023 | $93,076 | — | $93,076 | — | — |
| 2022 | $82,966 | — | $82,966 | — | — |