# Immediate Health Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/immediate-health-associates-inc-plan-001

> Immediate Health Associates, INC.'s 401(k) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Immediate Health Associates, INC.

- **Sponsor EIN:** 311204097

- **Sponsor Address:** 575 COPELAND MILL ROAD, WESTERVILLE, OH, 43081

- **Plan Type:** 401(k)

- **Total Participants:** 85

- **Total Assets:** $28.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|85|$28.0M|$180,765|$475,592|

| 2023|93|$24.6M|$186,845|$465,346|

| 2022|95|$20.8M|$187,939|$457,049|

## 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|

| REA & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REA & ASSOCIATES](https://planprovider.pro/provider/rea-and-associates-inc) — 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|$3,723|—|$3,723|—|—|

| 2023|$880|—|$880|—|—|

| 2022|$1,292|—|$1,292|—|—|

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