Plan Snapshot
- Plan Sponsor: Healthsmart Management Services Organizations INC
- Sponsor EIN: 931209030
- Sponsor Address: 5785 CORPORATE AVENUE, CYPRESS, CA, 906300063
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $13.3M
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 | 267 | $13.3M | $330,056 | $1.2M |
| 2023 | 258 | $10.8M | $335,392 | $1.3M |
| 2022 | 244 | $8.2M | $285,357 | $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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY 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 | $78,668 | — | $78,668 | — | — |
| 2023 | $61,709 | — | $61,709 | — | — |
| 2022 | $28,512 | — | $28,512 | — | — |