Plan Snapshot
- Plan Sponsor: Careflite
- Sponsor EIN: 751657155
- Sponsor Address: 3110 S. GREAT SOUTHWEST PKWY, GRAND PRAIRIE, TX, 75052
- Plan Type: 401(k)
- Total Participants: 640
- Total Assets: $42.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 640 | $42.9M | $1.7M | $3.0M |
| 2023 | 569 | $38.2M | $1.6M | $2.8M |
| 2022 | 614 | $32.7M | $1.5M | $2.8M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $44,741 | $18,017 | — | — | — |
| 2023 | $43,420 | $20,323 | — | — | — |
| 2022 | $24,508 | $15,855 | — | — | — |