# Healthcare Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/healthcare-services-inc-401k-plan

> Healthcare Services INC.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthcare Services INC.

- **Sponsor EIN:** 364272043

- **Sponsor Address:** 151 KALMUS DRIVE, SUITE K1, COSTA MESA, CA, 92626

- **Plan Type:** 401(k)

- **Total Participants:** 140

- **Total Assets:** $2.5M

## 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|140|$2.5M|$336,161|$550,410|

| 2023|196|$2.2M|$342,164|$553,866|

| 2022|210|$1.3M|$183,684|$317,552|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$10,326|$1,445|$11,771|

| ADP, INC.|RECORD KEEPER|$9,825|—|$9,825|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,596

- **Estimated Expense Ratio:** 0.863% 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|$20,152|$10,327|—|—|—|

| 2023|$12,391|$7,117|—|—|—|

| 2022|$7,277|—|—|—|—|

## Similar Plans

- [Korean Health, Education, Information And Research Center](https://planprovider.pro/companies/korean-health-education-information-and-research-center-401k-plan) — 140 participants

- [First Place For Youth](https://planprovider.pro/companies/first-place-for-youth-401k-plan) — 138 participants

- [The Village Family Services, INC.](https://planprovider.pro/companies/the-village-family-services-plan-001) — 138 participants

- [River Oak Center For Children](https://planprovider.pro/companies/river-oak-center-for-children-403b-plan) — 142 participants

- [Community Health Alliance Of Pasadena](https://planprovider.pro/companies/community-health-alliance-of-pasadena-401k-plan) — 136 participants

- [Pancreatic Cancer Action Network](https://planprovider.pro/companies/pancreatic-cancer-action-network-401k-plan) — 144 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/healthcare-services-inc-401k-plan)

© 2026 PlanProvider.Pro