Plan Snapshot
- Plan Sponsor: Cue Health INC.
- Sponsor EIN: 271562193
- Sponsor Address: 2301 E. EVESHAM ROAD, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $24.0M
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 | 6 | $24.0M | $1.9M | $3.1M |
| 2023 | 635 | $29.6M | $3.3M | $6.7M |
| 2022 | 1,470 | $19.7M | $3.6M | $8.3M |
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 INVESTMENTS INSTITUTIONAL | Recordkeeper | $193,357 | — | $193,357 |
| THE BALDWIN GROUP WEALTH ADVISORS | Investment Advisor | $76,681 | — | $76,681 |
| GIULIANO, MILLER & COMPANY, LLC | Other Service Provider | $65,000 | — | $65,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,904 | — | $16,904 |
| JGD ASSOCIATES | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- JGD ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $360,942
- Estimated Expense Ratio: 1.505% 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 | $360,942 | $93,585 | — | $9,000 | — |
| 2023 | $300,589 | $82,543 | $1,200 | $4,000 | — |
| 2022 | $171,652 | $4,087 | — | — | — |