# Caremount Health Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/caremount-health-solutions-llc-401k-plan

> Caremount Health Solutions, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Caremount Health Solutions, LLC

- **Sponsor EIN:** 384103290

- **Sponsor Address:** 9900 BREN ROAD EAST, MINNETONKA, MN, 55343

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 2023|3,369|$562.9M|$7.5M|$10.4M|

| 2022|3,715|$522.3M|$19.8M|$22.0M|

## 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|

| FIDELITY INVEST INSTIT OP CO, LLC|RECORDKEEPER|$128,834|—|$128,834|

| BAKER TILLY US, LLP|ACCOUNTANT/ AUDITOR|$43,200|—|$43,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVEST INSTIT OP CO, LLC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/ AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $172,034

### 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|

| 2024|$12,238|—|$12,238|—|—|

| 2023|$85,782|—|—|$21,600|—|

| 2022|$91,325|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caremount-health-solutions-llc-401k-plan)

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