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

> Caduceus, INC.'s 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 223475067

- **Sponsor Address:** 30 MONTGOMERY STREET SUITE 600, JERSEY CITY, NJ, 07302

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

- **Total Participants:** 252

- **Total Assets:** $4.9M

## 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|252|$4.9M|$347,450|$676,048|

| 2023|194|$3.8M|$324,432|$584,475|

| 2022|227|$3.0M|$347,165|$603,150|

## 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|

| ADP, INC.|RECORD KEEPER|$11,464|—|$11,464|

| FIDUCIARY PLAN PARTNERS, LLC|INVESTMENT/FINANCIAL ADVI|$9,473|—|$9,473|

| ROSS ROSENTHAL AND CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FIDUCIARY PLAN PARTNERS, LLC](https://planprovider.pro/provider/fiduciary-pension-partners) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,937

- **Estimated Expense Ratio:** 0.431% 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|$20,937|$13,162|—|—|—|

| 2023|$22,285|$11,034|—|—|—|

| 2022|$22,028|—|—|—|—|

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