# Healthcare Appraisers, INC. DC Plan
Source: https://planprovider.pro/companies/healthcare-appraisers-inc-plan

> Healthcare Appraisers, INC.'s DC plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthcare Appraisers, INC.

- **Sponsor EIN:** 364343782

- **Sponsor Address:** 2101 NW CORPORATE BLVD, SUITE 400, BOCA RATON, FL, 33431

- **Plan Type:** DC

- **Total Participants:** 80

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|80|$4.2M|$0|$0|

| 2023|76|$23.5M|$600,152|$0|

| 2022|76|$23.8M|$493,620|$0|

## 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|

| ACUMEN ADVISORY SERVICES, LLC|ADVISORY FEE|$17,500|—|$17,500|

| CHARTWELL FINANCIAL ADVISORY, INC.|VALUATION FEE|$10,000|—|$10,000|

| ECP ACCOUNTING, INC|ACCOUNTING FEE|$8,000|—|$8,000|

| BLUE RIDGE ESOP ASSOCIATES|RECORDKEEPING FEE|$6,168|—|$6,168|

| ECP ACCOUNTING, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,668

- **Estimated Expense Ratio:** 0.981% 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|$45,030|$17,500|$6,168|—|—|

| 2023|$15,670|—|$7,470|—|—|

| 2022|—|—|—|—|—|

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