Plan Snapshot
- Plan Sponsor: Allcare Management Services
- Sponsor EIN: 261601041
- Sponsor Address: 1701 NE 7TH ST., GRANTS PASS, OR, 97526
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $17.2M
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 | 366 | $17.2M | $1.1M | $1.7M |
| 2023 | 320 | $15.5M | $919,363 | $1.2M |
| 2022 | 288 | $12.5M | $762,984 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $60,969 | $49,466 | — | — | — |
| 2023 | $27,131 | — | $14,507 | — | — |
| 2022 | $23,862 | — | — | — | $21,662 |