Plan Snapshot
- Plan Sponsor: Care One Management, LLC
- Sponsor EIN: 223563457
- Sponsor Address: 173 BRIDGE PLAZA NORTH, FORT LEE, NJ, 07024
- Plan Type: 401(k)
- Total Participants: 3,558
- Total Assets: $119.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,558 | $119.3M | $1.2M | $11.4M |
| 2023 | 3,398 | $101.7M | $1.1M | $10.1M |
| 2022 | 3,443 | $85.6M | $1.1M | $9.3M |
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 |
|---|---|---|---|---|
| SAX LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAX 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 | $335,651 | $113,225 | — | — | — |
| 2023 | $338,731 | $60,012 | — | — | — |
| 2022 | $407,648 | $77,979 | $329,669 | — | — |