Plan Snapshot
- Plan Sponsor: Highway To Health, INC.
- Sponsor EIN: 232903313
- Sponsor Address: 933 1ST AVE, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $51.9M
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 | 544 | $51.9M | $1.8M | $3.8M |
| 2023 | 457 | $41.8M | $1.3M | $3.1M |
| 2022 | 347 | $33.7M | $1.2M | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,427 | — | $49,427 |
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $35,000 | — | $35,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,316 | — | $9,316 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,743
- Estimated Expense Ratio: 0.181% 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 | $93,743 | $44,316 | — | — | — |
| 2023 | $83,799 | $41,325 | — | — | — |
| 2022 | $84,169 | $5,930 | — | — | — |