# Activcare Living INC. 401(k) Plan
Source: https://planprovider.pro/companies/activcare-living-inc-401k-plan

> Activcare Living INC.'s 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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