# Foursquare Healthcare, Ltd. Health & Welfare Plan
Source: https://planprovider.pro/companies/foursquare-healthcare-ltd-264219383-502

> Foursquare Healthcare, Ltd.'s Health & Welfare plan: 528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foursquare Healthcare, Ltd.

- **Sponsor EIN:** 264219383

- **Sponsor Address:** 1309 RIDGE ROAD #300, ROCKWALL, TX, 75087

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 528

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|528|$1.2M|$2.2M|$1.4M|

| 2023|306|$981,179|$2.0M|$1.3M|

| 2022|329|$797,679|$2.0M|$1.3M|

## 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|

| CIGNA|Other Service Provider|$358,291|—|$358,291|

| ALLIED BENEFIT SYSTEMS, INC|Other Service Provider|$61,378|—|$61,378|

| HUSELTON, MORGAN & MAULTSBY, PC|Auditor|$25,625|—|$25,625|

| STERLING HEALTH SERVICES, INC|Other Service Provider|$12,366|—|$12,366|

| BANK OF TEXAS|Other Service Provider|$6,851|—|$6,851|

### Verified Provider Profiles

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

- [HUSELTON, MORGAN & MAULTSBY, PC](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $464,511

- **Estimated Expense Ratio:** 39.079% 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|$464,512|—|$419,669|—|—|

| 2023|$412,796|—|$369,740|—|—|

| 2022|$416,649|—|$380,077|—|$36,572|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/foursquare-healthcare-ltd-264219383-502)

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