Plan Snapshot
- Plan Sponsor: Healthgram, INC.
- Sponsor EIN: 561449504
- Sponsor Address: 8731 RED OAK BLVD., CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $8.4M
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 | 123 | $8.4M | $61,324 | $561,152 |
| 2023 | 113 | $7.1M | $52,424 | $457,524 |
| 2022 | 106 | $5.9M | $48,169 | $441,957 |
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 |
|---|---|---|---|---|
| DMJPS PLLC | Auditor | — | — | $0 |
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 | $62,162 | — | — | — | — |
| 2023 | $51,856 | — | — | — | — |
| 2022 | $51,518 | — | $50,418 | — | — |