Plan Snapshot
- Plan Sponsor: Embassy Healthcare Management, INC.
- Sponsor EIN: 461578102
- Sponsor Address: 25201 CHAGRIN BLVD., BEACHWOOD, OH, 44122
- Plan Type: DC
- Total Participants: 2,981
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,981 | $6.9M | $0 | $1.0M |
| 2023 | 2,314 | $4.8M | $0 | $738,684 |
| 2022 | 389 | $3.5M | $0 | $888,539 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $82,588 | $20,342 | $49,835 | — | — |
| 2023 | $54,340 | $14,115 | $35,740 | — | — |
| 2022 | $25,088 | $4,121 | $18,434 | — | $2,533 |