Plan Snapshot
- Plan Sponsor: Healthfirst Bluegrass INC
- Sponsor EIN: 452710251
- Sponsor Address: 450 SOUTHLAND DR STE E, LEXINGTON, KY, 405031831
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $12.9M
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 | 273 | $12.9M | $513,648 | $1.2M |
| 2023 | 298 | $11.4M | $541,877 | $1.2M |
| 2022 | 268 | $9.2M | $509,980 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $37,424 | $29,877 | $6,367 | — | — |
| 2023 | $30,625 | $25,041 | — | — | — |
| 2022 | $47,432 | $34,512 | $12,920 | — | — |