Plan Snapshot
- Plan Sponsor: Total Health Care INC.
- Sponsor EIN: 237267007
- Sponsor Address: 1501 DIVISION STREET, BALTIMORE, MD, 21217
- Plan Type: 403(b)
- Total Participants: 216
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $11.0M | $108,884 | $917,673 |
| 2023 | 150 | $10.5M | $116,978 | $795,307 |
| 2022 | 189 | $9.1M | $113,151 | $739,650 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | Auditor | — | — | $0 |
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 | $72,979 | — | $72,979 | — | — |
| 2023 | $11,691 | — | $9,715 | — | — |
| 2022 | $12,956 | $2,021 | $10,935 | — | — |