Plan Snapshot
- Plan Sponsor: Etairos Health, INC.
- Sponsor EIN: 822155130
- Sponsor Address: 2708 ALTERNATE US 19 SUITE 501, PALM HARBOR, FL, 34683
- Plan Type: 401(k)
- Total Participants: 1,046
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,046 | $2.1M | $0 | $365,163 |
| 2023 | 324 | $1.7M | $0 | $415,047 |
| 2022 | 353 | $1.5M | $165,093 | $437,049 |
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 |
|---|---|---|---|---|
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT LLC — 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 | $11,230 | $11,230 | — | — | — |
| 2023 | $23,471 | $3,725 | — | — | — |
| 2022 | $26,674 | — | — | — | — |