Plan Snapshot
- Plan Sponsor: Ehealth Insurance Services, INC.
- Sponsor EIN: 770470789
- Sponsor Address: 13620 RANCH ROAD 620, AUSTIN, TX, 78717
- Plan Type: 401(k)
- Total Participants: 1,667
- Total Assets: $93.9M
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 | 1,667 | $93.9M | $4.9M | $9.4M |
| 2023 | 1,718 | $77.6M | $3.2M | $8.1M |
| 2022 | 1,300 | $64.5M | $4.0M | $8.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $233,069 | — | $233,069 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $75,392 | — | $75,392 |
| VANGUARD ADVISERS INC. | Recordkeeper | $38,962 | — | $38,962 |
| MOSS ADAMS | Recordkeeper | $24,675 | — | $24,675 |
| CBIZ BENEFITS & INSURANCE SVCS | Other Service Provider | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
- VANGUARD ADVISERS INC. — Recordkeeper
- MOSS ADAMS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $383,598
- Estimated Expense Ratio: 0.409% 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 | $370,197 | — | — | — | — |
| 2023 | $295,795 | $100,538 | — | $28,262 | — |
| 2022 | $313,959 | — | — | — | — |