Plan Snapshot
- Plan Sponsor: Health Leads, INC.
- Sponsor EIN: 450484533
- Sponsor Address: PO BOX 961630, BOSTON, MA, 02196
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $7.8M
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 | 40 | $7.8M | $214,000 | $547,974 |
| 2023 | 57 | $6.9M | $233,528 | $548,050 |
| 2022 | 51 | $5.5M | $202,067 | $471,453 |
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 |
|---|---|---|---|---|
| GRAY, GRAY & GRAY 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 | $5,521 | — | — | — | — |
| 2023 | $704 | — | — | — | — |
| 2022 | $425 | — | — | — | — |