# A Caring Alternative, LLC 401(k) Plan
Source: https://planprovider.pro/companies/a-caring-alternative-llc-401k-plan

> A Caring Alternative, LLC's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A Caring Alternative, LLC

- **Sponsor EIN:** 204357268

- **Sponsor Address:** PO BOX 1536, MORGANTON, NC, 28680

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

- **Total Participants:** 152

- **Total Assets:** $1.5M

## 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|152|$1.5M|$108,298|$199,437|

| 2023|145|$1.2M|$88,633|$166,564|

| 2022|121|$943,120|$44,625|$133,392|

## 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|

| DAVIDSON, HOLLAND, WHITESELL & CO|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|$18,200|—|$14,758|—|—|

| 2023|$20,775|$1,918|$13,675|—|—|

| 2022|$9,819|$7,649|—|—|—|

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