Plan Snapshot
- Plan Sponsor: Liquidagents Healthcare, LLC
- Sponsor EIN: 752912220
- Sponsor Address: 3102 MAPLE AVE 350, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $5.2M
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 | 281 | $5.2M | $85,242 | $776,386 |
| 2023 | 317 | $4.6M | $205,644 | $775,115 |
| 2022 | 291 | $3.5M | $51,505 | $838,148 |
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 |
|---|---|---|---|---|
| BLAND GARVEY EADS MEDLOCK | Auditor | — | — | $0 |
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 | $7,412 | $2,712 | $3,950 | — | — |
| 2023 | $5,012 | $1,262 | $3,000 | — | — |
| 2022 | $2,985 | — | — | — | — |