Plan Snapshot
- Plan Sponsor: Care Central Vna And Hospice, INC.
- Sponsor EIN: 042104246
- Sponsor Address: 34 PEARLY LN, GARDNER, MA, 01440
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $16.8M
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 | 187 | $16.8M | $203,164 | $629,896 |
| 2023 | 205 | $17.7M | $205,655 | $646,154 |
| 2022 | 201 | $16.7M | $548,688 | $680,514 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | Recordkeeper | $36,541 | — | $36,541 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,541
- Estimated Expense Ratio: 0.218% 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 | $46,535 | $4,350 | — | — | — |
| 2023 | $2,136 | — | — | — | — |
| 2022 | $2,934 | — | — | — | — |