Plan Snapshot
- Plan Sponsor: Health E Systems Dba Healthesystems
- Sponsor EIN: 421571782
- Sponsor Address: 5404 CYPRESS CENTER DRIVE, TAMPA, FL, 33609
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 325 | $46.3M | $1.1M | $3.1M |
| 2023 | 341 | $38.9M | $1.1M | $2.9M |
| 2022 | 344 | $31.0M | $1.0M | $2.7M |
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 |
|---|---|---|---|---|
| MERCER | NONE | $70,848 | — | $70,848 |
| T ROWE PRICE RPS INC | NONE | $45,710 | — | $45,710 |
| PRIDA, GUIDA & PEREZ, P.A | NONE | $15,500 | — | $15,500 |
| PRIDA, GUIDA & PEREZ, P.A. | Auditor | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA & PEREZ, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,558
- Estimated Expense Ratio: 0.318% 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 | $243,045 | — | — | $15,500 | — |
| 2023 | $200,809 | — | — | — | — |
| 2022 | $203,053 | — | — | — | $79,170 |