Plan Snapshot
- Plan Sponsor: Health Care Group Management, INC.
- Sponsor EIN: 752346957
- Sponsor Address: 269 W RENNER PKWY., RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 4,587
- Total Assets: $4.9M
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 | 4,587 | $4.9M | $0 | $324,229 |
| 2023 | 3,414 | $4.8M | $0 | $304,228 |
| 2022 | 3,788 | $4.5M | $0 | $336,549 |
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 |
|---|---|---|---|---|
| ARMANINO,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 | $24,479 | $11,954 | — | — | — |
| 2023 | $24,205 | $11,541 | — | — | — |
| 2022 | $25,969 | — | — | — | — |