Plan Snapshot
- Plan Sponsor: Health Services Holdings, INC.
- Sponsor EIN: 201121730
- Sponsor Address: 3133 E CAMELBACK RD, PHOENIX, AZ, 850164545
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $74.8M
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 | 475 | $74.8M | $1.5M | $4.3M |
| 2023 | 437 | $64.2M | $1.4M | $3.8M |
| 2022 | 390 | $51.7M | $1.2M | $3.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $146,879 | — | $146,879 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $87,050 | $87,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $233,929
- Estimated Expense Ratio: 0.313% 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 | $146,880 | — | $146,880 | — | — |
| 2023 | $137,145 | — | $137,145 | — | — |
| 2022 | $135,118 | — | $135,118 | — | — |