# Care Plus Bergen, INC. 401(k) Plan
Source: https://planprovider.pro/companies/careplus-bergen-inc-401k-plan-001

> Care Plus Bergen, INC.'s 401(k) plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Care Plus Bergen, INC.

- **Sponsor EIN:** 822081292

- **Sponsor Address:** 230 EAST RIDGEWOOD AVENUE, PARAMUS, NJ, 07652

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

- **Total Participants:** 649

- **Total Assets:** $36.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|649|$36.4M|$475,267|$2.8M|

| 2023|526|$32.0M|$386,969|$2.2M|

| 2022|298|$26.9M|$329,146|$2.0M|

## 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|

| TIAA|NONE|$121,617|—|$121,617|

| CAPFINANCIAL PARTNERS, LLC|NONE|$17,103|—|$17,103|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [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:** $138,720

- **Estimated Expense Ratio:** 0.381% 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|$145,098|$17,103|$96,125|—|—|

| 2023|$222,430|$23,505|$177,656|—|—|

| 2022|$121,163|$32,713|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/careplus-bergen-inc-401k-plan-001)

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