Plan Snapshot
- Plan Sponsor: Health One Alliance, LLC
- Sponsor EIN: 582164837
- Sponsor Address: 201 WEST WAUGH STREET, DALTON, GA, 30720
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $14.2M
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 | 263 | $14.2M | $652,605 | $1.2M |
| 2023 | 242 | $10.4M | $540,458 | $1.0M |
| 2022 | 210 | $8.1M | $472,270 | $827,268 |
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 |
|---|---|---|---|---|
| EC BARRETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EC BARRETT, LLC — 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 | $11,179 | $7,217 | — | — | — |
| 2023 | $9,458 | $6,045 | — | — | — |
| 2022 | $17,624 | $5,962 | $7,779 | — | — |