Plan Snapshot
- Plan Sponsor: Epeople Health Care INC
- Sponsor EIN: 113685708
- Sponsor Address: 1108 OHIO RIVER BLVD STE 803, SEWICKLEY, PA, 15143
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $392,878
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. |
|---|---|---|---|---|
| 2023 | 224 | $392,878 | $0 | $162,601 |
| 2022 | 216 | $249,103 | $0 | $134,385 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $11,184 | — | $11,184 |
| RD HOAG AND ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,184
- Estimated Expense Ratio: 2.847% 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 |
|---|---|---|---|---|---|
| 2023 | $10,208 | $149 | $9,199 | — | — |
| 2022 | $13,986 | $116 | $13,870 | — | — |