Plan Snapshot
- Plan Sponsor: Healthcomp, LLC
- Sponsor EIN: 770385729
- Sponsor Address: 621 SANTA FE AVE, FRESNO, CA, 937212724
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $1.1M | $3.3M |
| 2023 | 1,268 | $51.3M | $1.1M | $3.4M |
| 2022 | 483 | $8.6M | $154,097 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $166,348 | — | $166,348 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | $160,698 | $90 | $160,788 |
| HALLOWELL 401(K) ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- HALLOWELL 401(K) ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,136
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 | $230,703 | $136,394 | $94,309 | — | — |
| 2023 | $163,846 | $80,372 | $83,474 | — | — |
| 2022 | $13,874 | $13,843 | — | — | — |