Plan Snapshot
- Plan Sponsor: Cmj Healthcare Holdings LLC
- Sponsor EIN: 850973688
- Sponsor Address: 317 EAST CARSON STREET, PITTSBURGH, PA, 15219
- Plan Type: 401(k)
- Total Participants: 616
- Total Assets: $2.5M
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 | 616 | $2.5M | $378,024 | $740,697 |
| 2023 | 146 | $1.6M | $89,781 | $688,642 |
| 2022 | 328 | $753,561 | $98,427 | $350,217 |
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 |
|---|---|---|---|---|
| LEATHERBACK INVESTMENTS LLC | NONE | $8,634 | — | $8,634 |
| THE VANGUARD GROUP, INC. | NONE | $7,050 | — | $7,050 |
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- H2R CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,684
- Estimated Expense Ratio: 0.622% 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 | $15,684 | $8,634 | $7,050 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $4,054 | $1,969 | $2,085 | — | — |