# Amercareroyal, LLC DC Plan
Source: https://planprovider.pro/companies/amercareroyal-llc-plan-002

> Amercareroyal, LLC&#39;s DC plan: 687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amercareroyal, LLC

- **Sponsor EIN:** 231540260

- **Sponsor Address:** 420 CLOVER MILL ROAD, EXTON, PA, 19341

- **Plan Type:** DC

- **Total Participants:** 687

- **Total Assets:** $29.2M

## 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|687|$29.2M|$1.6M|$2.6M|

| 2023|415|$16.9M|$1.6M|$1.4M|

| 2022|312|$12.8M|$1.2M|$1.3M|

## 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|

| SENTINEL PENSION ADVISORS|NONE|$30,536|—|$30,536|

| SENTINEL BENEFITS GROUP, LLC|NONE|$26,321|—|$26,321|

| RSM|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SENTINEL PENSION ADVISORS](https://planprovider.pro/provider/sentinel-group) — NONE

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [RSM](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,857

- **Estimated Expense Ratio:** 0.195% 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|$59,956|$30,536|—|—|—|

| 2023|$82,388|$54,145|$28,243|—|—|

| 2022|$53,287|$42,974|$10,313|—|—|

## Similar Plans

- [Ricoh Usa, INC.](https://planprovider.pro/companies/ricoh-usa-inc-plan-002) — 1,003 participants

- [Ricoh Usa, INC.](https://planprovider.pro/companies/ricoh-usa-inc-plan-014) — 2,452 participants

- [Ricoh Usa, INC.](https://planprovider.pro/companies/ricoh-usa-inc-401k-plan) — 11,575 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/amercareroyal-llc-plan-002)

&copy; 2026 PlanProvider.Pro
