# Caremore Medical Group Of Tennessee, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/caremore-medical-group-of-tennessee-p-c-401k-plan

> Caremore Medical Group Of Tennessee, P.C.'s 401(k) plan: 459 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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