# Carecentrix, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carecentrix-inc-401k-plan

> Carecentrix, INC.'s 401(k) plan: 1,732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carecentrix, INC.

- **Sponsor EIN:** 113454103

- **Sponsor Address:** 20 CHURCH STREET, HARTFORD, CT, 06103

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

- **Total Participants:** 1,732

- **Total Assets:** $112.2M

## 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|1,732|$112.2M|$2.8M|$10.1M|

| 2023|1,910|$98.0M|$3.0M|$10.4M|

| 2022|1,906|$77.1M|$2.7M|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$87,851|—|$87,851|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,851

- **Estimated Expense Ratio:** 0.078% 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|$87,851|—|—|—|—|

| 2023|$86,457|—|$300|—|—|

| 2022|$72,592|—|—|—|—|

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