Plan Snapshot
- Plan Sponsor: Healthaxis Group, LLC
- Sponsor EIN: 455531595
- Sponsor Address: 400 N. ASHLEY DRIVE, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $16.8M
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 | 207 | $16.8M | $300,724 | $1.2M |
| 2023 | 230 | $16.2M | $325,265 | $1.4M |
| 2022 | 325 | $13.6M | $348,332 | $1.5M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $32,490 | — | $32,490 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,552 | — | $26,552 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,042
- Estimated Expense Ratio: 0.351% 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 | $59,042 | $32,490 | — | — | — |
| 2023 | $52,008 | $28,708 | — | — | — |
| 2022 | $44,216 | — | — | — | — |