Plan Snapshot
- Plan Sponsor: Pensacola Health Partners
- Sponsor EIN: 880867677
- Sponsor Address: 300 PROVIDER COURT, RICHMOND, KY, 40475
- Plan Type: 401(k)
- Total Participants: 812
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 812 | $2.2M | $0 | $759,179 |
| 2023 | 615 | $1.5M | $6,866 | $545,600 |
| 2022 | 42 | $516,493 | $0 | $37,204 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | Recordkeeper | $23,794 | — | $23,794 |
| ROBIN S WEINGAST & ASSOCIATES, INC. | Other Service Provider | $15,350 | — | $15,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,144
- Estimated Expense Ratio: 1.804% 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 | $21,893 | — | $21,893 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |