Plan Snapshot
- Plan Sponsor: Pophealthcare, LLC
- Sponsor EIN: 461845163
- Sponsor Address: 113 SEABOARD LN. SUITE B200, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 717
- Total Assets: $19.5M
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 | 717 | $19.5M | $953,660 | $2.1M |
| 2023 | 592 | $20.0M | $1.3M | $2.8M |
| 2022 | 708 | $15.9M | $1.1M | $2.5M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $48,667 | — | $48,667 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,527 | — | $47,527 |
| BAKER TILY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,194
- Estimated Expense Ratio: 0.493% 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 | $96,194 | $48,667 | — | — | — |
| 2023 | $89,341 | $43,276 | $300 | — | — |
| 2022 | $92,034 | — | — | — | — |