Plan Snapshot
- Plan Sponsor: Healthedge Software, INC
- Sponsor EIN: 202006970
- Sponsor Address: 470 ATLANTIC AVENUE, BOSTON, MA, 00210
- Plan Type: 401(k)
- Total Participants: 1,250
- Total Assets: $121.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,250 | $121.1M | $5.9M | $14.4M |
| 2023 | 992 | $94.9M | $4.9M | $14.0M |
| 2022 | 993 | $67.9M | $4.1M | $11.6M |
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 |
|---|---|---|---|---|
| GRAY, GRAY & GRAY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY, GRAY & GRAY, LLP — 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 | $597,701 | — | $597,701 | — | — |
| 2023 | $499,275 | — | $499,275 | — | — |
| 2022 | $421,358 | — | $421,358 | — | — |