# Health And Life Organization INC 401(k) Plan
Source: https://planprovider.pro/companies/health-and-life-organization-inc-401k-plan

> Health And Life Organization INC's 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health And Life Organization INC

- **Sponsor EIN:** 020714551

- **Sponsor Address:** 3030 EXPLORER DRIVE, SACRAMENTO, CA, 95827

- **Plan Type:** 401(k)

- **Total Participants:** 207

- **Total Assets:** $7.0M

## 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|207|$7.0M|$769,884|$585,415|

| 2023|154|$5.5M|$571,833|$498,119|

| 2022|120|$4.7M|$496,306|$432,742|

## 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|

| FRANCISCO & MICHEL 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|$73,547|—|$7,632|—|—|

| 2023|$55,402|—|$3,920|—|—|

| 2022|$47,232|—|$45,482|—|$1,750|

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