Plan Snapshot
- Plan Sponsor: Healthpoint
- Sponsor EIN: 910884412
- Sponsor Address: 955 POWELL AVENUE SW, RENTON, WA, 98057
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $28.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 349 | $28.6M | $552,554 | $2.0M |
| 2023 | 1,035 | $25.9M | $481,933 | $1.8M |
| 2022 | 764 | $23.4M | $458,210 | $1.6M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $60,090 | — | $60,090 | — | — |
| 2023 | $61,382 | — | $61,382 | — | — |
| 2022 | $60,091 | — | $60,091 | — | — |