# Healthplanone, LLC 401(k) Plan
Source: https://planprovider.pro/companies/health-plan-one-llc-401k-plan

> Healthplanone, LLC's 401(k) plan: 2,071 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mml-investors-services-llc) — SERVICE PROVIDER

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — 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|—|—|—|—|

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