# Wisechoice Healthcare Alliance Trust 401(k) Plan
Source: https://planprovider.pro/companies/wisechoice-healthcare-alliance-trust-920735173-501

> Wisechoice Healthcare Alliance Trust's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wisechoice Healthcare Alliance Trust

- **Sponsor EIN:** 920735173

- **Sponsor Address:** 919 EAST MAIN STREET, RICHMOND, VA, 23219

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

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$5.2M|$0|$0|

## 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|

| ANTHEM HEALTH PLANS OF VIRGINIA|Investment Advisor|$206,732|—|$206,732|

| MALONEY + NOVOTNY LLC|Auditor|$58,533|—|$58,533|

| CONSOLIPLEX VIRGINIA LLC|Other Service Provider|$39,946|—|$39,946|

| AFFINITY BENEFITS CONSULTING LLC|Other Service Provider|$33,000|—|$33,000|

| OPTUM|Other Service Provider|$9,333|—|$9,333|

| HUNTINGTON NATIONAL BANK|Other Service Provider|$7,751|—|$7,751|

| UNITED HEALTH ACTUARIAL SERVICES|Other Service Provider|$6,387|—|$6,387|

### Verified Provider Profiles

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

- [ANTHEM HEALTH PLANS OF VIRGINIA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [MALONEY + NOVOTNY LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $361,682

- **Estimated Expense Ratio:** 6.976% 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|$449,012|—|$279,678|$58,533|—|

## Similar Plans

- [National Automobile Dealers Insurance Tr](https://planprovider.pro/companies/national-automobile-dealers-insurance-tr-436121557-501) — 5,534 participants

- [National Automobile Dealers Insurance Tr](https://planprovider.pro/companies/national-automobile-dealers-insurance-tr-436121557-503) — 1,485 participants

- [National Automobile Dealers Insurance Trust](https://planprovider.pro/companies/national-automobile-dealers-insurance-trust-436121557-507) — 1,461 participants

- [National Automobile Dealers Insurance Tr](https://planprovider.pro/companies/national-automobile-dealers-insurance-tr-436121557-502) — 813 participants

- [Baskervill & Son, P.C.](https://planprovider.pro/companies/baskervill-son-p-c-541258151-501) — 180 participants

- [Terra Stoneworks LLC](https://planprovider.pro/companies/terra-stoneworks-llc-811927538-501) — 126 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wisechoice-healthcare-alliance-trust-920735173-501)

© 2026 PlanProvider.Pro