Plan Snapshot
- Plan Sponsor: Engagemed, INC.
- Sponsor EIN: 710765533
- Sponsor Address: 5125 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR, 72118
- Plan Type: 401(k)
- Total Participants: 1,060
- Total Assets: $49.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,060 | $49.2M | $3.6M | $3.1M |
| 2023 | 1,065 | $42.6M | $3.3M | $2.8M |
| 2022 | 1,082 | $33.7M | $2.8M | $2.7M |
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 |
|---|---|---|---|---|
| HCJ CPAS & ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HCJ CPAS & ADVISORS PLLC — Auditor
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 | $235,703 | $79,805 | $155,898 | — | — |
| 2023 | $195,860 | $59,375 | $120,015 | $16,470 | — |
| 2022 | $142,865 | $108,122 | $34,743 | — | — |