# Caduceus Healthcare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/caduceus-healthcare-inc-401k-plan

> Caduceus Healthcare, INC.'s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caduceus Healthcare, INC.

- **Sponsor EIN:** 262585338

- **Sponsor Address:** 57 FORSYTH STREET, 2ND FLOOR, ATLANTA, GA, 30303

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

- **Total Participants:** 80

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|80|$2.8M|$0|$114,040|

| 2023|74|$2.7M|$0|$132,594|

| 2022|83|$2.3M|$0|$154,073|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$25,274|—|$25,274|

| MERRILL LYNCH LIFE AGENCY, INC.|INVESTMENT ADVISORY|$11,278|—|$11,278|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,552

- **Estimated Expense Ratio:** 1.296% 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|$44,063|$11,278|—|—|—|

| 2023|$34,042|$10,019|—|—|—|

| 2022|$31,561|—|$31,561|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caduceus-healthcare-inc-401k-plan)

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