Plan Snapshot
- Plan Sponsor: Satellite Healthcare, INC.
- Sponsor EIN: 237290564
- Sponsor Address: 300 SANTANA ROW STE 300, SAN JOSE, CA, 95128
- Plan Type: 403(b)
- Total Participants: 2,032
- Total Assets: $230.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,032 | $230.0M | $4.6M | $15.1M |
| 2023 | 2,201 | $211.7M | $9.7M | $16.7M |
| 2022 | 2,400 | $174.4M | $9.5M | $16.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $413,686 | $170,651 | $300 | — | — |
| 2023 | $394,831 | $153,025 | — | — | — |
| 2022 | $372,395 | $32,552 | — | — | — |