Plan Snapshot
- Plan Sponsor: Ernest Health, INC.
- Sponsor EIN: 141839795
- Sponsor Address: 1024 N GALLOWAY AVE, MESQUITE, TX, 17055
- Plan Type: 401(k)
- Total Participants: 5,404
- Total Assets: $123.3M
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 | 5,404 | $123.3M | $1.9M | $15.8M |
| 2023 | 5,588 | $101.3M | $1.4M | $12.7M |
| 2022 | 4,481 | $78.2M | $1.1M | $10.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $296,567 | $72,930 | — | — | — |
| 2023 | $257,418 | $73,247 | $300 | — | — |
| 2022 | $278,829 | — | — | — | — |