Plan Snapshot
- Plan Sponsor: Careonsite Management, INC.
- Sponsor EIN: 881146270
- Sponsor Address: 20300 S. VERMONT STE 265, TORRANCE, CA, 90502
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 476 | $16.0M | $652,460 | $2.0M |
| 2023 | 472 | $13.1M | $717,807 | $1.9M |
| 2022 | 401 | $9.2M | $357,269 | $1.4M |
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 |
|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $41,580 | — | $41,580 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $34,450 | — | $34,450 |
| JMK CPA PARTNERS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,030
- Estimated Expense Ratio: 0.475% 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 |
|---|---|---|---|---|---|
| 2024 | $78,135 | — | $78,135 | — | — |
| 2023 | $59,613 | — | — | — | — |
| 2022 | $73,398 | $14,999 | $58,399 | — | — |