Plan Snapshot
- Plan Sponsor: Healthtrax International, INC.
- Sponsor EIN: 061209788
- Sponsor Address: 622 HEBRON AVE, GLASTONBURY, CT, 060332211
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $8.7M
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 | 221 | $8.7M | $0 | $364,710 |
| 2023 | 171 | $8.1M | $0 | $336,351 |
| 2022 | 170 | $7.7M | $0 | $295,171 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $45,760 | — | $45,760 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Other Service Provider | $19,485 | — | $19,485 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,245
- Estimated Expense Ratio: 0.748% of plan assets
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 | $66,743 | $19,485 | — | — | — |
| 2023 | $56,087 | $19,228 | — | — | — |
| 2022 | $64,746 | — | — | — | — |