# Timely Telehealth, LLC 401(k) Plan
Source: https://planprovider.pro/companies/timely-telehealth-llc-plan-001

> Timely Telehealth, LLC's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Timely Telehealth, LLC

- **Sponsor EIN:** 820697295

- **Sponsor Address:** 1315 S ADAMS STREET, FORT WORTH, TX, 76104

- **Plan Type:** 401(k)

- **Total Participants:** 222

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|222|$6.4M|$851,654|$1.6M|

| 2023|222|$3.8M|$746,249|$1.4M|

| 2022|145|$991,686|$0|$650,024|

## 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|

| COLEMANS COUNTRY STATE BANK|ADVISOR|$49,390|—|$49,390|

| NEWPORT GROUP, INC.|RECORDKEEPER|$6,435|—|$6,435|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,825

- **Estimated Expense Ratio:** 0.877% 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|$55,825|$49,390|$720|—|—|

| 2023|$25,454|$20,729|$580|—|—|

| 2022|—|—|—|—|—|

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