# Juniper Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/juniper-health-inc-401k-plan

> Juniper Health, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Juniper Health, INC.

- **Sponsor EIN:** 043779582

- **Sponsor Address:** PO BOX 690, BEATTYVILLE, KY, 41311

- **Plan Type:** 401(k)

- **Total Participants:** 163

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|163|$5.6M|$257,862|$497,840|

| 2023|163|$4.6M|$236,533|$424,838|

| 2022|150|$3.4M|$208,642|$374,226|

| 2019|115|$1.8M|$161,049|$254,107|

## 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|

| NATIONWIDE|Other Service Provider|$31,014|—|$31,014|

| MML INVESTORS SERVICES, LLC|INVESTMENT ADVISOR|—|$26,063|$26,063|

| RETIREMENT MANAGEMENT SERVICES|THIRD PARTY ADMIN|$9,761|—|$9,761|

| NATIONWIDE LIFE INSURANCE COMPANY|RECORDKEEPER|$5,734|—|$5,734|

| KELLEY GALLOWAY SMITH GOLLSBY, PSC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — Other Service Provider

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISOR

- [NATIONWIDE LIFE INSURANCE COMPANY](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [KELLEY GALLOWAY SMITH GOLLSBY, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,572

- **Estimated Expense Ratio:** 1.304% 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|$13,609|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

| 2019|—|—|—|—|—|

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