# Careonsite Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/careonsite-management-inc-401k-plan

> Careonsite Management, INC.'s 401(k) plan: 476 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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