Plan Snapshot
- Plan Sponsor: Care Iv, INC. Dba Care Iv
- Sponsor EIN: 363957553
- Sponsor Address: 1023 RUSHING CIRCLE, LITTLE ROCK, AR, 72204
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $3.5M
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 | 185 | $3.5M | $284,428 | $502,103 |
| 2023 | 193 | $3.2M | $246,614 | $417,651 |
| 2022 | 215 | $2.4M | $190,233 | $366,062 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $34,881 | — | $34,881 |
| ALLIANT INSURANCE AGENCY INC | INVESTMENT/FINANCIAL ADVI | $8,301 | — | $8,301 |
| ERWIN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ERWIN & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,182
- Estimated Expense Ratio: 1.225% 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 | $43,182 | $8,301 | — | — | — |
| 2023 | $34,574 | $6,538 | — | — | — |
| 2022 | $22,952 | — | — | — | — |