Plan Snapshot
- Plan Sponsor: Caremore Medical Group Of Tennessee, P.C.
- Sponsor EIN: 471878423
- Sponsor Address: 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $70.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 459 | $70.1M | $3.8M | $6.9M |
| 2022 | 528 | $56.8M | $4.2M | $7.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $48,552 | — | $48,552 |
| CROWE, LLP | ACCOUNTANT\AUDITOR | $34,300 | — | $34,300 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,706 | — | $19,706 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,558
- Estimated Expense Ratio: 0.146% 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 |
|---|---|---|---|---|---|
| 2023 | $52,779 | $24,276 | — | $17,150 | — |
| 2022 | $75,962 | $22,200 | — | — | — |