Plan Snapshot
- Plan Sponsor: Zelis Healthcare, LLC
- Sponsor EIN: 582167964
- Sponsor Address: 340 MT KEMBLE AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 2,385
- Total Assets: $172.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,385 | $172.2M | $9.5M | $18.6M |
| 2023 | 2,209 | $134.9M | $8.2M | $16.1M |
| 2022 | 1,684 | $86.8M | $5.7M | $11.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $232,549 | — | $232,549 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $25,000 | — | $25,000 |
| CVAGS, LLC | Investment Advisor | $24,993 | — | $24,993 |
| RESOURCE ADVISORY LLC | Other Service Provider | $9,286 | — | $9,286 |
| CERITY PARTNERS RETIREMENT PLAN ADV | Other Service Provider | $8,868 | — | $8,868 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $300,696
- Estimated Expense Ratio: 0.175% 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 | $238,068 | — | — | — | — |
| 2023 | $230,189 | — | — | — | — |
| 2022 | $200,436 | — | $200,436 | — | — |