Plan Snapshot
- Plan Sponsor: Care Indeed, INC.
- Sponsor EIN: 273187998
- Sponsor Address: 890 SANTA CRUZ AVE, MENLO PARK, CA, 94025
- Plan Type: 401(k)
- Total Participants: 391
- Total Assets: $4.1M
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 | 391 | $4.1M | $110,758 | $952,118 |
| 2023 | 379 | $3.0M | $90,356 | $777,980 |
| 2022 | 355 | $2.1M | $42,568 | $765,118 |
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 |
|---|---|---|---|---|
| CHUGH CPA'S LLP | Auditor | $11,750 | — | $11,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,750
- Estimated Expense Ratio: 0.286% 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 | $67,860 | — | — | $11,750 | — |
| 2023 | $331,945 | — | — | — | — |
| 2022 | $47,730 | — | — | — | — |