Plan Snapshot
- Plan Sponsor: Trusted Health, INC.
- Sponsor EIN: 832237171
- Sponsor Address: 580 CALIFORNIA ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 1,395
- Total Assets: $21.3M
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 | 1,395 | $21.3M | $527,707 | $2.0M |
| 2023 | 2,019 | $20.8M | $1.2M | $7.9M |
| 2022 | 3,439 | $12.1M | $1.8M | $10.7M |
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 | $60,710 | $25,715 | — | — | — |
| 2023 | $32,876 | $27,398 | — | — | — |
| 2022 | $14,366 | $11,141 | — | — | $3,225 |