Plan Snapshot
- Plan Sponsor: Carepathrx Midco INC.
- Sponsor EIN: 843548586
- Sponsor Address: 8333 ROCKSIDE ROAD, VALLEY VIEW, OH, 44125
- Plan Type: 401(k)
- Total Participants: 2,513
- Total Assets: $132.7M
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 | 2,513 | $132.7M | $3.6M | $8.4M |
| 2023 | 1,583 | $64.9M | $3.4M | $7.9M |
| 2022 | 2,011 | $63.4M | $4.0M | $9.1M |
| 2021 | 1,773 | $66.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $238,472 | $50,000 | — | — | — |
| 2023 | $240,908 | $50,000 | $190,104 | — | — |
| 2022 | $230,653 | $50,000 | $158,953 | — | $19,200 |
| 2021 | $166,878 | — | — | — | — |