Plan Snapshot
- Plan Sponsor: Sana Healthcare Carrollton, LLC
- Sponsor EIN: 454510252
- Sponsor Address: 4343 N JOSEY LN, CARROLLTON, TX, 75010
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 658
- Total Assets: $13.6M
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. |
|---|---|---|---|---|
| 2025 | 658 | $13.6M | $0 | $0 |
| 2024 | 545 | $10.2M | $428,743 | $1.5M |
| 2023 | 455 | $7.6M | $416,243 | $1.4M |
| 2022 | 482 | $4.8M | $425,619 | $1.4M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | Other Service Provider | $17,197 | — | $17,197 |
| STANCORP FINANCIAL GROUP | Other Service Provider | $15,751 | — | $15,751 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,948
- Estimated Expense Ratio: 0.242% 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 |
|---|---|---|---|---|---|
| 2025 | $1,834,556 | — | — | — | — |
| 2024 | $28,675 | $12,293 | $16,382 | — | — |
| 2023 | $16,565 | — | $16,565 | — | — |
| 2022 | $12,006 | $6,031 | $5,975 | — | — |