Plan Snapshot
- Plan Sponsor: Intercommunity Health Associates, INC.
- Sponsor EIN: 680663909
- Sponsor Address: 6557 GREENLEAF AVE, WHITTIER, CA, 90601
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $121.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 328 | $121.7M | $4.2M | $6.4M |
| 2023 | 322 | $110.8M | $4.1M | $5.9M |
| 2022 | 211 | $68.0M | $2.7M | $3.5M |
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 |
|---|---|---|---|---|
| SHUSTER ADVISORY GROUP LLC | INVESTMENT ADVISOR | $143,386 | — | $143,386 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,386
- Estimated Expense Ratio: 0.118% 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 | $144,689 | $144,689 | — | — | — |
| 2023 | $144,575 | $40,426 | — | — | — |
| 2022 | $186,164 | $152,255 | $33,909 | — | — |