Plan Snapshot
- Plan Sponsor: Linus Health, INC.
- Sponsor EIN: 842226806
- Sponsor Address: 280 SUMMER STREET, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $7.6M
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 | 89 | $7.6M | $879,896 | $1.2M |
| 2023 | 135 | $4.5M | $826,161 | $1.1M |
| 2022 | 83 | $1.9M | $445,536 | $613,419 |
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 |
|---|---|---|---|---|
| BONADIO & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $41,745 | $29,775 | $11,970 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |