Plan Snapshot
- Plan Sponsor: Signify Health, LLC
- Sponsor EIN: 823563982
- Sponsor Address: 4055 VALLEY VIEW LANE SUITE 400, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2024 | 2,350 | $131.8M | $5.0M | $15.4M |
| 2023 | 2,157 | $111.7M | $4.9M | $14.8M |
| 2022 | 2,091 | $90.7M | $5.3M | $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 TILLEY US, LLP | Auditor | $82,091 | — | $82,091 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLEY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,091
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 | $179,568 | $24,039 | — | $82,091 | — |
| 2024 | $194,987 | $54,484 | $300 | $12,744 | — |
| 2023 | $159,772 | $42,627 | $13,937 | — | — |
| 2022 | $143,807 | $22,432 | — | — | — |