Plan Snapshot
- Plan Sponsor: Healthcare Resource Group, INC.
- Sponsor EIN: 820474664
- Sponsor Address: 12610 E MIRABEAU PARKWAY SUITE 900, SPOKANE VALLEY, WA, 99216
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $14.5M | $0 | $0 |
| 2022 | 0 | $10.5M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL | Recordkeeper | $144,972 | — | $144,972 |
| GREATBANC | Custodian / Trustee | $114,894 | — | $114,894 |
| WIPFLI | Auditor | $60,500 | — | $60,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $320,366
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 | — | — | — | — | — |
| 2023 | $140,545 | $15,309 | $72,486 | — | — |
| 2022 | $80,270 | — | $27,920 | — | $14,850 |