Plan Snapshot
- Plan Sponsor: Care One Management, LLC
- Sponsor EIN: 200219127
- Sponsor Address: 173 BRIDGE PLAZA NORTH 6TH FLOOR, FORT LEE, NJ, 07024
- Plan Type: 401(k)
- Total Participants: 3,304
- Total Assets: $85.4M
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 | 3,304 | $85.4M | $1.2M | $10.3M |
| 2023 | 3,292 | $72.5M | $1.1M | $8.8M |
| 2022 | 3,223 | $58.6M | $982,565 | $7.5M |
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 | $327,701 | $70,473 | — | — | — |
| 2023 | $297,749 | $58,094 | — | — | — |
| 2022 | $320,933 | $55,903 | $265,030 | — | — |