Plan Snapshot
- Plan Sponsor: Equitas Health
- Sponsor EIN: 311126780
- Sponsor Address: 1105 SCHROCK RD, COLUMBUS, OH, 43229
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 545 | $17.9M | $916,689 | $1.8M |
| 2023 | 613 | $14.4M | $807,279 | $1.9M |
| 2022 | 540 | $11.0M | $707,668 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $129,865 | — | — | — | — |
| 2023 | $133,438 | — | — | — | — |
| 2022 | $113,626 | — | $113,626 | — | — |