Plan Snapshot
- Plan Sponsor: Caregiver, INC
- Sponsor EIN: 474567808
- Sponsor Address: 4800 OVERTON PLAZA, FORT WORTH, TX, 76109
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,716
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 3,716 | $0 | $0 | $0 |
| 2024 | 3,808 | $0 | $0 | $0 |
| 2023 | 3,955 | $0 | $0 | $0 |
| 2022 | 4,531 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| LUCENT HEALTH SOLUTIONS | Other Service Provider | $121,353 | — | $121,353 |
| THE PLEXUS GROUPE | Investment Advisor | $85,999 | — | $85,999 |
| BENECARD | Recordkeeper | $57,838 | — | $57,838 |
| MULTIPLAN INC | Other Service Provider | $43,338 | — | $43,338 |
| NARUS HEALTH INC CONCIERGE | Other Service Provider | $28,951 | — | $28,951 |
| NARUS HEALTH INC CORE SERVICE | Other Service Provider | $20,043 | — | $20,043 |
| NARUS HEALTH INC | Other Service Provider | $17,816 | — | $17,816 |
| HEALTHSMART PREFERRED | Other Service Provider | $9,747 | — | $9,747 |
| WEX, INC | Recordkeeper | $5,344 | — | $5,344 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $390,429
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |