# Inhealth Md Alliance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/inhealth-md-alliance-llc-401k-plan

> Inhealth Md Alliance, LLC's 401(k) plan: 399 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KESTA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/john-hancock) — NONE

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|—|—|

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