Plan Snapshot
- Plan Sponsor: The Fountainhead Group, INC.
- Sponsor EIN: 043686486
- Sponsor Address: 23 GARDEN STREET, NEW YORK MILLS, NY, 13417
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 119
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $0 | $0 | $0 |
| 2023 | 102 | $0 | $0 | $0 |
| 2022 | 116 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| EXCELLUS BLUE CROSS BLUE SHIELD | Insurance Carrier | $34,476 | $164,761 | $199,237 |
| GILROY KERNAN & GILROY, INC. | Other Service Provider | $55,889 | $4,227 | $60,116 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,353
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |