Plan Snapshot
- Plan Sponsor: Activcare Living INC.
- Sponsor EIN: 953696840
- Sponsor Address: 9619 CHESAPEAKE DRIVE, SUITE 103, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $2.4M
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 | 365 | $2.4M | $0 | $699,040 |
| 2023 | 328 | $1.8M | $0 | $632,608 |
| 2022 | 317 | $1.4M | $0 | $553,873 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $41,637 | — | $41,637 |
| DWC ERISA CONSULTANTS, LLC | CONTRACT ADMINISTRATOR | $12,196 | — | $12,196 |
| 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: $53,833
- Estimated Expense Ratio: 2.248% 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 | -$50,574 | — | -$50,574 | — | — |
| 2023 | $47,530 | — | $47,530 | — | — |
| 2022 | $37,570 | — | $37,570 | — | — |