# Caregiver, INC 401(k) Plan
Source: https://planprovider.pro/companies/caregiver-inc-474567808-501

> Caregiver, INC's 401(k) plan: 3,716 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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