Plan Snapshot
- Plan Sponsor: Teladoc Health, INC.
- Sponsor EIN: 043705970
- Sponsor Address: 155 E 44TH STREET, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 3,324
- Total Assets: $305.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,324 | $305.9M | $14.7M | $35.7M |
| 2023 | 3,561 | $242.9M | $14.1M | $34.9M |
| 2022 | 3,617 | $172.6M | $15.0M | $33.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $278,251 | — | $278,251 |
| AMERIPRISE FINANCIAL SERVICES INC | ADVISOR | $221,140 | — | $221,140 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AMERIPRISE FINANCIAL SERVICES INC — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $499,391
- Estimated Expense Ratio: 0.163% 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 | $499,391 | $221,140 | $900 | — | — |
| 2023 | $362,420 | $188,134 | — | — | — |
| 2022 | $445,667 | — | — | — | — |