Plan Snapshot
- Plan Sponsor: Gardner Family Health Network
- Sponsor EIN: 941743078
- Sponsor Address: 160 EAST VIRGINIA STREET SUITE 100, SAN JOSE, CA, 95112
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 165 | $8.7M | $358,639 | $516,289 |
| 2023 | 176 | $7.6M | $310,647 | $499,981 |
| 2022 | 134 | $6.7M | $293,911 | $455,592 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | 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 | $29,662 | $29,662 | — | — | — |
| 2023 | $31,225 | $25,780 | — | — | — |
| 2022 | $25,245 | — | $25,245 | — | — |