# Collectivehealth, INC 401(k) Plan
Source: https://planprovider.pro/companies/collectivehealth-inc-401k-plan

> Collectivehealth, INC's 401(k) plan: 784 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WINDES, INC.](https://planprovider.pro/provider/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|—|—|—|

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