Plan Snapshot
- Plan Sponsor: All Care Plus, INC.
- Sponsor EIN: 562323972
- Sponsor Address: 220 WEST CENTRAL AVENUE, JAMESTOWN, TN, 38556
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2,110 | $5.6M | $397,493 | $1.5M |
| 2023 | 1,919 | $3.5M | $71 | $1.1M |
| 2022 | 1,535 | $1.9M | $339,209 | $903,637 |
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 | Recordkeeper | $55,496 | — | $55,496 |
| LINSCO/PRIVATE LEDGER CORP | Investment Advisor | — | $21,408 | $21,408 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,819 | — | $8,819 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,723
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 |
|---|---|---|---|---|---|
| 2025 | $314,616 | — | $61,611 | — | — |
| 2024 | $68,440 | — | $68,440 | — | — |
| 2023 | $41,705 | — | $41,705 | — | — |
| 2022 | $24,884 | — | $24,884 | — | — |