Plan Snapshot
- Plan Sponsor: Collectivehealth, INC
- Sponsor EIN: 463985383
- Sponsor Address: 1010 S. SAN MATEO DR, 4TH FLOOR, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 784
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 784 | $37.1M | $0 | $5.8M |
| 2023 | 757 | $29.6M | $0 | $5.4M |
| 2022 | 795 | $22.0M | $0 | $5.1M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES,LLC | PLAN ADMINISTRATOR | $78,935 | — | $78,935 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,162 | — | $14,162 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,097
- Estimated Expense Ratio: 0.251% 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 | $93,097 | $14,162 | $5,423 | — | — |
| 2023 | $73,254 | $9,947 | $5,353 | — | — |
| 2022 | $63,939 | $9,765 | — | — | — |