Plan Snapshot
- Plan Sponsor: Included Health, INC.
- Sponsor EIN: 453580052
- Sponsor Address: ONE CALIFORNIA ST, STE 2300, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 2,022
- Total Assets: $112.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,022 | $112.1M | $8,999 | $16.0M |
| 2023 | 2,219 | $93.6M | $10 | $16.2M |
| 2022 | 2,103 | $67.9M | $3.7M | $14.5M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $226,801 | $88,242 | — | — | — |
| 2023 | $213,367 | $62,636 | — | — | — |
| 2022 | $210,798 | $9,497 | — | — | — |