Plan Snapshot
- Plan Sponsor: Healthcare Performance Group, INC.
- Sponsor EIN: 320026510
- Sponsor Address: 16701 W 48TH ST CIR NORTH, COLWICH, KS, 67030
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 83 | $26.4M | $380,824 | $1.1M |
| 2023 | 98 | $26.6M | $398,532 | $1.2M |
| 2022 | 86 | $22.0M | $373,475 | $1.1M |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS & HOULIK, LC | 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 | $1,875 | — | $1,875 | — | — |
| 2023 | $1,882 | — | $1,882 | — | — |
| 2022 | $2,355 | — | $2,355 | — | — |