# Carepathrx Midco INC. 401(k) Plan
Source: https://planprovider.pro/companies/carepathrx-midco-inc-401k-plan

> Carepathrx Midco INC.'s 401(k) plan: 2,513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|—|

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