Plan Snapshot
- Plan Sponsor: Healthalliance Home Health And Hospice, INC.
- Sponsor EIN: 042932308
- Sponsor Address: 60 HOSPITAL ROAD, LEOMINSTER, MA, 01453
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 79 | $7.4M | $120,200 | $265,185 |
| 2023 | 84 | $6.3M | $123,247 | $249,076 |
| 2022 | 94 | $5.5M | $125,976 | $246,663 |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $4,870 | $268 | — | — | — |
| 2023 | $23,709 | $250 | — | $19,215 | — |
| 2022 | $29,952 | $219 | $179 | — | $22,948 |