Plan Snapshot
- Plan Sponsor: Care Advantage, INC.
- Sponsor EIN: 541447338
- Sponsor Address: 10041 MIDLOTHIAN TURNPIKE, RICHMOND, VA, 23235
- Plan Type: DC
- Total Participants: 211
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 211 | $3.2M | $0 | $381,336 |
| 2023 | 171 | $2.9M | $0 | $378,417 |
| 2022 | 354 | $2.4M | $0 | $344,523 |
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 |
|---|---|---|---|---|
| KEITER | Auditor | — | — | $0 |
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 | $5,453 | — | — | — | — |
| 2023 | $23,089 | — | $23,089 | — | — |
| 2022 | $15,900 | — | — | — | $15,900 |