Plan Snapshot
- Plan Sponsor: Patient Accounting Service Center LLC Dba Getixhealth LLC
- Sponsor EIN: 911796431
- Sponsor Address: 14141 SOUTHWEST FWY STE 300, SUGAR LAND, TX, 774784630
- Plan Type: 401(k)
- Total Participants: 817
- Total Assets: $13.4M
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 | 817 | $13.4M | $446,791 | $1.5M |
| 2023 | 672 | $11.1M | $520,968 | $1.6M |
| 2022 | 799 | $8.2M | $343,870 | $1.3M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | ADVISOR | — | $47,861 | $47,861 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $7,624 | — | $7,624 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,485
- Estimated Expense Ratio: 0.414% of plan assets
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 | $120,764 | $64,921 | $55,843 | — | — |
| 2023 | $123,452 | $60,386 | $63,066 | — | — |
| 2022 | $101,821 | $41,147 | $60,674 | — | — |