Plan Snapshot
- Plan Sponsor: Intellihartx, LLC
- Sponsor EIN: 463794549
- Sponsor Address: 129 E CRAWFORD ST., FINDLAY, OH, 45840
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 124
- Total Assets: $367,038
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 124 | $367,038 | $0 | $184,136 |
| 2022 | 120 | $163,629 | $0 | $163,940 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $5,963 | — | $5,963 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,963
- Estimated Expense Ratio: 1.625% 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 | $8,983 | — | — | — | — |
| 2022 | $16,265 | — | — | — | — |