# Health Advocates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/health-advocates-llc-401k-plan

> Health Advocates, LLC's 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DAVID BUCK, CPA](https://planprovider.pro/provider/david-l-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|—|—|—|—|

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