Plan Snapshot
- Plan Sponsor: Healthwise Incorporated
- Sponsor EIN: 237455145
- Sponsor Address: PO BOX 1989 2601 NORTH BOGUS BASIN, BOISE, ID, 83701
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $47.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8 | $47.1M | $1.0M | $1.9M |
| 2023 | 273 | $70.9M | $2.2M | $3.5M |
| 2022 | 283 | $57.6M | $2.0M | $3.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $58,102 | — | $58,102 |
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $40,000 | — | $40,000 |
| SORREN CPAS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SORREN CPAS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,102
- Estimated Expense Ratio: 0.208% 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 | $98,102 | $40,000 | — | — | — |
| 2023 | $90,609 | $40,000 | — | — | — |
| 2022 | $74,593 | $53,447 | $21,146 | — | — |