# Headlight Health, INC 401(k) Plan
Source: https://planprovider.pro/companies/sokyahealth-mso-inc-401k-plan

> Headlight Health, INC&#39;s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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