# Care Partners Assisted Living, LLC 401(k) Plan
Source: https://planprovider.pro/companies/care-partners-assisted-living-llc-401k-plan

> Care Partners Assisted Living, LLC's 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Care Partners Assisted Living, LLC

- **Sponsor EIN:** 391980255

- **Sponsor Address:** PO BOX 3006, OSHKOSH, WI, 54902

- **Plan Type:** 401(k)

- **Total Participants:** 217

- **Total Assets:** $1.9M

## 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|217|$1.9M|$0|$323,393|

| 2023|195|$1.6M|$0|$191,568|

| 2022|178|$1.3M|$0|$188,173|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$9,197|$1,074|—|—|—|

| 2023|$6,418|—|—|—|—|

| 2022|$12,992|$6,713|—|—|—|

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

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