Plan Snapshot
- Plan Sponsor: Healthplanone, LLC
- Sponsor EIN: 204098658
- Sponsor Address: 3 CORPORATE DRIVE, SHELTON, CT, 06484
- Plan Type: 401(k)
- Total Participants: 2,071
- Total Assets: $23.0M
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 | 2,071 | $23.0M | $1.2M | $3.5M |
| 2023 | 1,949 | $17.0M | $896,052 | $2.7M |
| 2022 | 1,418 | $12.8M | $769,450 | $2.4M |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES INC | SERVICE PROVIDER | — | $55,231 | $55,231 |
| THE ANGELL PENSION GROUP, INC. | THIRD PARTY ADMINISTRATO | — | $9,320 | $9,320 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES INC — SERVICE PROVIDER
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,551
- Estimated Expense Ratio: 0.280% 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 | $73,052 | — | $68,077 | — | — |
| 2023 | $22,475 | — | $5,900 | — | — |
| 2022 | $20,393 | — | — | — | — |