Plan Snapshot
- Plan Sponsor: Ehealth Global Technologies, INC.
- Sponsor EIN: 208156308
- Sponsor Address: 500 WILLOWBROOK OFFICE PARK, FAIRPORT, NY, 14450
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $5.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $5.8M | $237,236 | $668,224 |
| 2023 | 253 | $5.6M | $259,900 | $740,890 |
| 2022 | 293 | $4.5M | $183,104 | $676,818 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $26,213 | — | $26,213 |
| NOVEM GROUP INC | INVESTMENT ADVISOR | $21,905 | — | $21,905 |
| INSERO & CO CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,118
- Estimated Expense Ratio: 0.830% 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 | $48,118 | $21,905 | — | — | — |
| 2023 | $38,872 | — | $38,872 | — | — |
| 2022 | $37,693 | — | $37,693 | — | — |