Plan Snapshot
- Plan Sponsor: Healthport, INC.
- Sponsor EIN: 521976585
- Sponsor Address: 208 EAST MAIN STREET, SUITE C, SALISBURY, MD, 21801
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $4.8M
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 | 143 | $4.8M | $426,809 | $496,122 |
| 2023 | 128 | $4.2M | $404,338 | $440,968 |
| 2022 | 126 | $3.0M | $362,327 | $399,605 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $54,919 | — | $31,845 | — | — |
| 2023 | $37,867 | — | — | — | — |
| 2022 | $36,525 | — | $8,069 | — | — |