Plan Snapshot
- Plan Sponsor: Healthpoint
- Sponsor EIN: 910884412
- Sponsor Address: 955 POWELL AVENUE SW, RENTON, WA, 98057
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $35.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 343 | $35.7M | $716,076 | $4.8M |
| 2023 | 374 | $27.0M | $612,709 | $4.2M |
| 2022 | 301 | $18.9M | $619,343 | $3.7M |
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 | $56,826 | — | $56,826 | — | — |
| 2023 | $48,942 | — | $48,942 | — | — |
| 2022 | $42,027 | — | $42,027 | — | — |