# Etairos Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/etairos-health-inc-401k-plan

> Etairos Health, INC.'s 401(k) plan: 1,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HUMAN INTEREST ADVISOR LLC|RECORD KEEPER|$11,230|—|$11,230|

| WARREN AVERETT LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISOR LLC](https://planprovider.pro/provider/human-interest-inc) — RECORD KEEPER

- [WARREN AVERETT LLC](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,230

- **Estimated Expense Ratio:** 0.547% 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|

| 2024|$11,230|$11,230|—|—|—|

| 2023|$23,471|$3,725|—|—|—|

| 2022|$26,674|—|—|—|—|

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