Plan Snapshot
- Plan Sponsor: California Caregivers Home Hea
- Sponsor EIN: 800846641
- Sponsor Address: 1100 CORPORATE WAY STE 200, SACRAMENTO, CA, 958316120
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 97 | $2.7M | $79,172 | $293,706 |
| 2023 | 86 | $2.1M | $72,748 | $258,804 |
| 2022 | 93 | $1.6M | $80,752 | $257,202 |
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 |
|---|---|---|---|---|
| WITHUMSMITH + BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH + BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $113,638 | — | $16,837 | — | — |
| 2023 | $83,159 | — | $11,638 | — | — |
| 2022 | $10,817 | — | $10,817 | — | — |