Plan Snapshot
- Plan Sponsor: Care One Management, LLC
- Sponsor EIN: 510451012
- Sponsor Address: 173 BRIDGE PLAZA NORTH, FORT LEE, NJ, 07024
- Plan Type: 401(k)
- Total Participants: 933
- Total Assets: $39.4M
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 | 933 | $39.4M | $369,317 | $3.7M |
| 2023 | 1,006 | $36.1M | $313,306 | $3.3M |
| 2022 | 1,044 | $34.5M | $382,018 | $3.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $78,692 | — | $78,692 |
| MORGAN STANLEY | NONE | $37,296 | — | $37,296 |
| SAX LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- SAX LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,988
- Estimated Expense Ratio: 0.295% 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 | $115,988 | $37,296 | — | — | — |
| 2023 | $134,825 | $33,464 | — | — | — |
| 2022 | $160,522 | $35,854 | $124,668 | — | — |