Plan Snapshot
- Plan Sponsor: Alta Care Group, INC.
- Sponsor EIN: 341205791
- Sponsor Address: 7620 MARKET STREET, YOUNGSTOWN, OH, 44512
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 184 | $6.5M | $366,531 | $308,652 |
| 2023 | 179 | $5.7M | $317,166 | $255,581 |
| 2022 | 137 | $4.8M | $258,324 | $211,082 |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — 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 | $2,693 | — | $1,343 | — | — |
| 2023 | $2,425 | — | $1,300 | — | — |
| 2022 | $2,300 | — | — | — | — |