# Designs For Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/designs-for-health-inc-401k-plan

> Designs For Health, INC.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Designs For Health, INC.

- **Sponsor EIN:** 061468349

- **Sponsor Address:** 14 COMMERCE BLVD, PALM COAST, FL, 32164

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

- **Total Participants:** 407

- **Total Assets:** $15.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|407|$15.7M|$1.1M|$2.1M|

| 2023|413|$12.2M|$793,436|$1.6M|

| 2022|349|$9.0M|$706,141|$1.4M|

## 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|

| ADP, INC.|RECORD KEEPER|$57,969|—|$57,969|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$24,915|—|$24,915|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,884

- **Estimated Expense Ratio:** 0.526% 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|$89,988|$32,093|—|—|—|

| 2023|$150,793|—|—|—|—|

| 2022|$43,575|—|$43,575|—|—|

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