Plan Snapshot
- Plan Sponsor: Emanate Health Mso
- Sponsor EIN: 812647150
- Sponsor Address: 210 W. SAN BERNARDINO ROAD, COVINA, CA, 917231515
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $12.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3 | $12.3M | $79,266 | $400 |
| 2023 | 3 | $14.6M | $18,127 | $33,396 |
| 2022 | 130 | $14.5M | $61,729 | $94,849 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT | Auditor | $4,452 | — | $4,452 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,452
- Estimated Expense Ratio: 0.036% 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 | $26,226 | $5,000 | $16,774 | $4,452 | — |
| 2023 | $46,582 | $10,000 | $18,371 | $18,211 | — |
| 2022 | $27,369 | $10,000 | $17,369 | — | — |