Plan Snapshot
- Plan Sponsor: Carefree Practice Resources LLC
- Sponsor EIN: 455511352
- Sponsor Address: 3605 GRANT DRIVE, RENO, NV, 895090000
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 339 | $14.7M | $495,804 | $1.1M |
| 2022 | 283 | $11.3M | $352,683 | $862,430 |
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 |
|---|---|---|---|---|
| COOPER NORMAN CPA BUSINESS ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COOPER NORMAN CPA BUSINESS ADVISORS — 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 |
|---|---|---|---|---|---|
| 2023 | $65,712 | $37,855 | $27,857 | — | — |
| 2022 | $59,829 | — | $57,529 | — | $2,300 |