# Careconnect Health, INC 403(b) Plan
Source: https://planprovider.pro/companies/careconnect-health-inc-581335405-001

> Careconnect Health, INC's 403(b) plan: 627 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Careconnect Health, INC

- **Sponsor EIN:** 581335405

- **Sponsor Address:** 510 ALSTON ST, RICHLAND, GA, 318256012

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 627

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|627|$12.0M|$727,477|$1.1M|

| 2023|613|$9.5M|$673,333|$935,231|

| 2022|609|$7.0M|$634,851|$735,785|

## 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|

| PCS RETIREMENT|Recordkeeper|$84,365|—|$84,365|

### Verified Provider Profiles

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

- [PCS RETIREMENT](https://planprovider.pro/provider/pcs-retirement-llc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,365

- **Estimated Expense Ratio:** 0.704% 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|$84,465|—|—|—|—|

| 2023|$81,984|—|—|—|—|

| 2022|$34,617|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/careconnect-health-inc-581335405-001)

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