Plan Snapshot
- Plan Sponsor: Evidation Health, INC. Dba The Activity Exchange
- Sponsor EIN: 454887421
- Sponsor Address: 167 2ND AVE, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 92 | $22.9M | $125,861 | $2.5M |
| 2023 | 148 | $18.8M | $185,128 | $3.1M |
| 2022 | 226 | $13.8M | $267,790 | $3.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,080 | — | $15,080 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,441 | — | $13,441 |
| CARON & BLETZER, PLLC | Auditor | $1,740 | — | $1,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,261
- Estimated Expense Ratio: 0.132% 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 | $30,261 | $15,080 | — | $1,740 | — |
| 2023 | $27,954 | $14,728 | — | — | — |
| 2022 | $13,421 | $11,430 | — | — | — |