Plan Snapshot
- Plan Sponsor: Vsc Hbo, LLC D/B/A Healthbridge
- Sponsor EIN: 852382265
- Sponsor Address: 27068 LA PAZ ROAD, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 127 | $3.0M | $1,464 | $335,953 |
| 2023 | 101 | $2.6M | $23,624 | $297,533 |
| 2022 | 106 | $2.1M | $1,499 | $302,805 |
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 |
|---|---|---|---|---|
| KEIFER BONFANTI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEIFER BONFANTI — 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 | $16,168 | $13,282 | — | — | — |
| 2023 | $12,837 | $10,694 | — | — | — |
| 2022 | $14,100 | — | — | — | — |