Plan Snapshot
- Plan Sponsor: Health Gorilla INC.
- Sponsor EIN: 453916239
- Sponsor Address: 2555 PONCE DE LEON BLVD, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 53 | $3.9M | $205,865 | $828,754 |
| 2023 | 65 | $3.5M | $226,890 | $1.3M |
| 2022 | 111 | $1.7M | $68,377 | $957,241 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $4,400 | — | $4,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,400
- Estimated Expense Ratio: 0.113% 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 | $18,913 | — | $300 | $4,400 | — |
| 2023 | $9,168 | — | — | — | — |
| 2022 | $183,119 | — | $46 | — | — |