Plan Snapshot
- Plan Sponsor: Health Insurance Associates LLC
- Sponsor EIN: 364816928
- Sponsor Address: 844 WILLIAMS LANE, PORT ORANGE, FL, 32127
- Plan Type: 401(k)
- Total Participants: 989
- Total Assets: $3.7M
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 | 989 | $3.7M | $570,038 | $782,506 |
| 2023 | 507 | $3.1M | $645,772 | $783,638 |
| 2022 | 418 | $2.0M | $553,191 | $628,936 |
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 |
|---|---|---|---|---|
| YULISHANA, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA, INC. — Auditor
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 | $65,828 | $9,837 | $6,020 | — | — |
| 2023 | $52,880 | $4,652 | $3,408 | — | — |
| 2022 | $6,111 | $5,962 | $80 | — | — |