Plan Snapshot
- Plan Sponsor: Ml Healthcare Management LLC
- Sponsor EIN: 833582776
- Sponsor Address: 1064 VANCE JACKSON RD #5519, SAN ANTONIO, TX, 78201
- Plan Type: 401(k)
- Total Participants: 1,148
- Total Assets: $2.3M
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 | 1,148 | $2.3M | $23,537 | $364,431 |
| 2023 | 635 | $1.9M | $18,843 | $295,256 |
| 2022 | 386 | $1.6M | $11,917 | $173,759 |
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 |
|---|---|---|---|---|
| KARREN, HENDRIX, STAFF, ALLEN & CO. | 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 | $8,619 | — | — | — | — |
| 2023 | $7,000 | — | — | — | — |
| 2022 | $6,884 | — | — | — | — |