Plan Snapshot
- Plan Sponsor: Health Advocates, LLC
- Sponsor EIN: 680587145
- Sponsor Address: 21540 PLUMMER STREET, CHATSWORTH, CA, 91311
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $15.4M
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 | 190 | $15.4M | $108,145 | $888,159 |
| 2023 | 154 | $13.4M | $106,069 | $825,755 |
| 2022 | 148 | $11.5M | $111,623 | $890,339 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,035 | — | $21,035 |
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $13,520 | — | $13,520 |
| DAVID BUCK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DAVID BUCK, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,555
- Estimated Expense Ratio: 0.225% 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 | $35,316 | $14,281 | — | — | — |
| 2023 | $26,264 | $11,728 | — | — | — |
| 2022 | $5,152 | — | — | — | — |