Plan Snapshot
- Plan Sponsor: The Health Trust
- Sponsor EIN: 946050231
- Sponsor Address: 3180 NEWBERRY DRIVE, SUITE 200, SAN JOSE, CA, 95118
- Plan Type: 403(b)
- Total Participants: 11
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 11 | $8.4M | $242,767 | $362,094 |
| 2023 | 93 | $8.4M | $371,714 | $381,270 |
| 2022 | 90 | $8.2M | $210,354 | $387,109 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $34,162 | $13,603 | $20,559 | — | — |
| 2023 | $25,755 | $11,064 | $14,691 | — | — |
| 2022 | $32,126 | — | $32,126 | — | — |