Plan Snapshot
- Plan Sponsor: Nuehealth Equity Co., LLC
- Sponsor EIN: 870548370
- Sponsor Address: 11350 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Total Participants: 1,133
- Total Assets: $91.6M
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 | 1,133 | $91.6M | $2.5M | $6.7M |
| 2023 | 1,159 | $102.8M | $4.1M | $10.7M |
| 2022 | 2,131 | $103.0M | $4.5M | $11.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $152,765 | — | — | — | — |
| 2023 | $222,559 | — | — | — | — |
| 2022 | $373,337 | $33,700 | $339,637 | — | — |