Plan Snapshot
- Plan Sponsor: Sana Healthcare Carrollton, LLC
- Sponsor EIN: 454510252
- Sponsor Address: 4343 N JOSEY LN, CARROLLTON, TX, 75010
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $10.2M
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 | 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 |
|---|---|---|---|---|
| CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPA GROUP, PLLC — 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 | $28,675 | $12,293 | $16,382 | — | — |
| 2023 | $16,565 | — | $16,565 | — | — |
| 2022 | $12,006 | $6,031 | $5,975 | — | — |