Plan Snapshot
- Plan Sponsor: Healthcare Systems & Technologie
- Sponsor EIN: 830438913
- Sponsor Address: 3102 WEST END AVE STE 400, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 271 | $12.8M | $470,137 | $2.1M |
| 2023 | 270 | $9.5M | $455,819 | $2.0M |
| 2022 | 249 | $6.8M | $401,505 | $1.7M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
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 | $55,322 | $27,243 | — | — | — |
| 2023 | $40,781 | $18,831 | — | — | — |
| 2022 | $34,800 | — | — | — | — |