Plan Snapshot
- Plan Sponsor: Healthcare Partners Investments, LLC
- Sponsor EIN: 651233477
- Sponsor Address: 14024 QUAIL POINTE DRIVE, OKLAHOMA CITY, OK, 73134
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $0 | $973,814 | $3.1M |
| 2023 | 1,132 | $83.9M | $1.8M | $4.7M |
| 2022 | 1,145 | $71.1M | $1.6M | $4.4M |
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 |
|---|---|---|---|---|
| HSPG & ASSOCIATES, PC | Auditor | $21,500 | — | $21,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,500
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 | $197,490 | $80,227 | $69,706 | $21,500 | — |
| 2023 | $268,886 | — | $268,886 | — | — |
| 2022 | $255,534 | — | $255,534 | — | — |