Plan Snapshot
- Plan Sponsor: Headlight Health, INC
- Sponsor EIN: 861997893
- Sponsor Address: PO BOX 601422, SAN DIEGO, CA, 92160
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $3.1M
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 | 145 | $3.1M | $465,654 | $928,532 |
| 2023 | 128 | $1.4M | $308,084 | $602,368 |
| 2022 | 74 | $513,993 | $122,338 | $184,945 |
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 |
|---|---|---|---|---|
| DAVID L. BUCK, CPA | Auditor | $4,800 | — | $4,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,800
- Estimated Expense Ratio: 0.157% 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 | $8,130 | — | — | $4,800 | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |