Plan Snapshot
- Plan Sponsor: Eko Health, INC.
- Sponsor EIN: 462194191
- Sponsor Address: 2100 POWELL ST, EMERYVILLE, CA, 94608
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $10.9M
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 | 86 | $10.9M | $429,841 | $1.3M |
| 2023 | 95 | $9.3M | $657,636 | $1.6M |
| 2022 | 132 | $6.8M | $619,110 | $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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $10,734 | — | $10,734 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $7,888 | $7,888 |
| FRANK, RIMERMAN + CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- FRANK, RIMERMAN + CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,622
- Estimated Expense Ratio: 0.171% 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 | $11,784 | $7,907 | — | — | — |
| 2023 | $9,624 | $6,364 | — | — | — |
| 2022 | $5,540 | $5,537 | $3 | — | — |