Plan Snapshot
- Plan Sponsor: Health-Ade LLC
- Sponsor EIN: 460682802
- Sponsor Address: 2012 ABALONE AVENUE, TORRANCE, CA, 90501
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $9.0M
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 | 154 | $9.0M | $570,125 | $1.0M |
| 2023 | 151 | $5.8M | $489,096 | $887,250 |
| 2022 | 153 | $3.6M | $317,842 | $658,720 |
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 |
|---|---|---|---|---|
| GREEN HASSON JANKS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON JANKS — 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 | $43,697 | $39,809 | $3,888 | — | — |
| 2023 | $38,028 | $31,282 | $6,746 | — | — |
| 2022 | $31,622 | $25,624 | $5,998 | — | — |