Plan Snapshot
- Plan Sponsor: Mindoula Health INC
- Sponsor EIN: 463134477
- Sponsor Address: 8040 GEORGIA AVE SUITE 170, SILVER SPRING, MD, 20910
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $4.2M
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 | 361 | $4.2M | $411,639 | $766,772 |
| 2023 | 324 | $3.1M | $332,717 | $609,228 |
| 2022 | 217 | $2.0M | $131,392 | $585,065 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY | 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 | $18,535 | $269 | $17,406 | — | — |
| 2023 | $13,347 | $117 | $12,370 | — | — |
| 2022 | $7,148 | $98 | $7,050 | — | — |