# Healthsmart Management Services Organizations INC 401(k) Plan
Source: https://planprovider.pro/companies/healthsmart-management-services-organizations-inc-401k-plan

> Healthsmart Management Services Organizations INC's 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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