Plan Snapshot
- Plan Sponsor: Care Initiatives
- Sponsor EIN: 760262402
- Sponsor Address: 1611 WEST LAKES PARKWAY, WEST DES MOINES, IA, 50266
- Plan Type: 403(b)
- Total Participants: 3,365
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 3,365 | $33.8M | $252,447 | $2.6M |
| 2023 | 2,637 | $31.5M | $0 | $2.6M |
| 2022 | 2,633 | $29.6M | $222,783 | $2.6M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $70,832 | — | — | — | — |
| 2023 | $66,304 | — | — | — | — |
| 2022 | $85,404 | — | — | — | — |