Plan Snapshot
- Plan Sponsor: Inlet Health, INC.
- Sponsor EIN: 990813132
- Sponsor Address: 107 CRANES ROOST CT, ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 678 | $12.3M | $283,532 | $585,023 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $48,670 | — | $48,670 |
| WELLTH ADVISORY SERVICES, LLC | Investment Advisor | $11,732 | — | $11,732 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $11,222 | — | $11,222 |
| CREATIVE RETIREMENT SYSTEMS, INC. | Recordkeeper | $7,359 | $77 | $7,436 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,060
- Estimated Expense Ratio: 0.642% 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 | $79,204 | $22,954 | — | — | — |