# C.A.R.E.S. Community And Residential Empowerment Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/c-a-r-e-s-community-and-residential-empowerment-services-inc-463247953-501

> C.A.R.E.S. Community And Residential Empowerment Services, INC.'s Health & Welfare plan: 48 participants, plan year 2025 financials, providers, and benchmark…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** C.A.R.E.S. Community And Residential Empowerment Services, INC.

- **Sponsor EIN:** 463247953

- **Sponsor Address:** 105 WEST BROAD STREET, SUITE 200, TAMAQUA, PA, 18252

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 48

- **Total Assets:** $4,724

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|48|$4,724|$0|$0|

| 2024|87|$14,013|$417,015|$65,094|

| 2023|92|$61,915|$851,207|$174,011|

| 2022|151|$0|$0|$0|

## 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|

| THE BENECON GROUP|Investment Advisor|$40,231|—|$40,231|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$20,498|—|$20,498|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,729

- **Estimated Expense Ratio:** 1285.542% 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|

| 2025|$724,067|—|—|—|—|

| 2024|$378,858|—|—|—|—|

| 2023|$1,163,598|—|—|—|—|

| 2022|—|—|—|—|—|

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