Plan Snapshot
- Plan Sponsor: Ek Health Services, INC.
- Sponsor EIN: 770497964
- Sponsor Address: 6970 DESTINY DRIVE, ROCKLIN, CA, 95766
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 262
- Total Assets: $15.7M
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. |
|---|---|---|---|---|
| 2025 | 262 | $15.7M | $0 | $0 |
| 2024 | 240 | $13.4M | $379,564 | $1.2M |
| 2023 | 247 | $11.0M | $377,360 | $1.2M |
| 2022 | 315 | $9.9M | $422,552 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $33,463 | — | $33,463 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $20,178 | — | $20,178 |
| BAYBRIDGE CAPITAL GROUP LLC | Investment Advisor | $9,878 | — | $9,878 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,708 | — | $7,708 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,227
- Estimated Expense Ratio: 0.454% 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 |
|---|---|---|---|---|---|
| 2025 | $1,983,257 | $37,764 | — | — | — |
| 2024 | $61,281 | $33,064 | — | — | — |
| 2023 | $58,173 | $28,852 | — | — | — |
| 2022 | $53,619 | $26,184 | $27,435 | — | — |