Plan Snapshot
- Plan Sponsor: Health Care Management Systems, INC.
- Sponsor EIN: 431342874
- Sponsor Address: 9663 PAGE AVENUE, ST. LOUIS, MO, 63132
- Plan Type: 401(k)
- Total Participants: 1,639
- Total Assets: $2.8M
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 | 1,639 | $2.8M | $84 | $288,167 |
| 2023 | 767 | $2.7M | $0 | $333,038 |
| 2022 | 805 | $2.5M | $0 | $324,478 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $10,993 | — | $10,993 |
| UBS FINANCIAL SERVICES | NONE | $9,748 | — | $9,748 |
| ANDERS MINKLER HUBER & HELM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- UBS FINANCIAL SERVICES — NONE
- ANDERS MINKLER HUBER & HELM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,741
- Estimated Expense Ratio: 0.752% 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 | $25,848 | $9,748 | $5,107 | — | — |
| 2023 | $20,569 | $9,000 | — | — | — |
| 2022 | $38,051 | $9,685 | $16,801 | — | $1,495 |