Plan Snapshot
- Plan Sponsor: Inhealth Md Alliance, LLC
- Sponsor EIN: 273619901
- Sponsor Address: 6675 WESTWOOD BLVD, SUITE 475, ORLANDO, FL, 32821
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 399 | $11.9M | $1.1M | $1.8M |
| 2022 | 404 | $8.3M | $857,525 | $1.5M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $81,066 | — | $81,066 |
| KESTA ADVISORY SERVICES, LLC | NONE | $44,658 | — | $44,658 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- KESTA ADVISORY SERVICES, LLC — NONE
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,724
- Estimated Expense Ratio: 1.053% 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 |
|---|---|---|---|---|---|
| 2023 | $62,862 | $22,329 | $40,533 | — | — |
| 2022 | $48,287 | — | $48,287 | — | — |