# Amerihealth Caritas Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/amerihealth-caritas-services-llc-401k-plan

> Amerihealth Caritas Services, LLC's 401(k) plan: 9,598 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amerihealth Caritas Services, LLC

- **Sponsor EIN:** 455415725

- **Sponsor Address:** 3875 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073

- **Plan Type:** 401(k)

- **Total Participants:** 9,598

- **Total Assets:** $947.5M

## 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|9,598|$947.5M|$53.3M|$65.3M|

| 2023|9,954|$841.5M|$49.9M|$59.3M|

| 2022|8,680|$657.7M|$41.8M|$51.2M|

## 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|

| VANGUARD GROUP INC.|PARTY-IN-INTEREST|$1,090,442|—|$1,090,442|

| MERCER (US) INC MERCER INVESTMENTS|NONE|$115,000|—|$115,000|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$41,262|—|$41,262|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MERCER (US) INC MERCER INVESTMENTS](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,246,704

- **Estimated Expense Ratio:** 0.132% 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|$1,249,989|$29,185|$1,125,441|—|—|

| 2023|$1,265,987|$383,607|—|—|—|

| 2022|$889,753|$330,832|$545,746|—|—|

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