Plan Snapshot
- Plan Sponsor: Healthspan Partners
- Sponsor EIN: 463055925
- Sponsor Address: 4600 MCAULEY PLACE, SUITE 100, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 22 | $23.1M | $0 | $0 |
| 2023 | 28 | $23.4M | $0 | $0 |
| 2022 | 29 | $21.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG 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 | $9,621 | $108 | — | — | — |
| 2023 | $7,247 | $343 | — | $3,200 | — |
| 2022 | $15,399 | — | — | — | — |