Plan Snapshot
- Plan Sponsor: Hrc Fertility Management, LLC
- Sponsor EIN: 810799481
- Sponsor Address: 135 SOUTH ROSEMEAD BOULEVARD, PASADENA, CA, 91107
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 230 | $31.9M | $42,414 | $1.5M |
| 2023 | 211 | $30.0M | $1.3M | $1.2M |
| 2022 | 176 | $24.2M | $1.1M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $73,602 | — | $73,602 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $35,647 | — | $35,647 |
| FUTUREPLAN BY ASCENSUS | Other Service Provider | — | $10,000 | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,249
- Estimated Expense Ratio: 0.374% 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 | $144,895 | — | — | — | — |
| 2023 | $160,887 | $49,311 | — | — | — |
| 2022 | $149,474 | $45,725 | — | — | $103,749 |