Plan Snapshot
- Plan Sponsor: Stability Healthcare, INC
- Sponsor EIN: 264622348
- Sponsor Address: 87 E GREEN ST., PASADENA, CA, 91105
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $4.5M
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 | 189 | $4.5M | $421,869 | $842,633 |
| 2023 | 328 | $3.7M | $555,858 | $1.1M |
| 2022 | 291 | $2.2M | $442,168 | $943,026 |
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 |
|---|---|---|---|---|
| THONG YU WONG & LEE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THONG YU WONG & LEE 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 | $28,647 | $16,796 | — | — | — |
| 2023 | $28,754 | $20,881 | — | — | — |
| 2022 | $9,529 | — | — | — | — |