# Care One Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/care-one-management-llc-401k-plan-003

> Care One Management, LLC's 401(k) plan: 3,304 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$257,228|—|$257,228|

| MORGAN STANLEY|NONE|$70,473|—|$70,473|

| SAX LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [SAX LLP](https://planprovider.pro/provider/sax-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $327,701

- **Estimated Expense Ratio:** 0.384% 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|$327,701|$70,473|—|—|—|

| 2023|$297,749|$58,094|—|—|—|

| 2022|$320,933|$55,903|$265,030|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/care-one-management-llc-401k-plan-003)

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