Plan Snapshot
- Plan Sponsor: Four Winds Health, LLC
- Sponsor EIN: 451273930
- Sponsor Address: 3350 RIVERWOOD PKWY SE SUITE 1550, ATLANTA, GA, 303395995
- Plan Type: 401(k)
- Total Participants: 2,416
- Total Assets: $42.6M
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 | 2,416 | $42.6M | $4.1M | $7.9M |
| 2023 | 3,179 | $30.8M | $3.8M | $6.4M |
| 2022 | 2,174 | $17.9M | $3.0M | $5.0M |
| 2021 | 1,749 | $11.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| FRAIZER & DEETER | Auditor | — | — | $0 |
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 | $366,600 | $34,909 | $331,691 | — | — |
| 2023 | $223,579 | $33,974 | $188,230 | — | — |
| 2022 | $100,555 | — | $100,555 | — | — |
| 2021 | $61,232 | — | — | — | — |