# Cypress Healthcare Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cypress-healthcare-partners-llc-401k-plan

> Cypress Healthcare Partners, LLC's 401(k) plan: 1,087 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cypress Healthcare Partners, LLC

- **Sponsor EIN:** 770437373

- **Sponsor Address:** 100 WLISON ROAD, MONTEREY, CA, 939407885

- **Plan Type:** 401(k)

- **Total Participants:** 1,087

- **Total Assets:** $23.7M

## 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|1,087|$23.7M|$409,360|$2.3M|

| 2023|750|$19.3M|$322,433|$1.9M|

| 2022|772|$15.3M|$247,410|$1.6M|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|NONE|$74,173|—|$74,173|

| THE VANGUARD GROUP, INC.|NONE|$59,502|—|$59,502|

| PENTEGRA RETIREMENT SERVICES|TPA|$54,862|—|$54,862|

| PLANCHEC(K) CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [PLANCHEC(K) CPA'S](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $188,537

- **Estimated Expense Ratio:** 0.796% 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|$174,688|—|—|—|—|

| 2023|$141,320|—|$141,320|—|—|

| 2022|$154,596|$154,596|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cypress-healthcare-partners-llc-401k-plan)

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