# Carerite Centers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carerite-centers-llc-401k-plan

> Carerite Centers, LLC's 401(k) plan: 2,409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carerite Centers, LLC

- **Sponsor EIN:** 452505538

- **Sponsor Address:** 36 AIRPORT ROAD, LAKEWOOD, NJ, 08701

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

- **Total Participants:** 2,409

- **Total Assets:** $31.8M

## 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|2,409|$31.8M|$329|$2.2M|

| 2023|2,271|$30.8M|$212,271|$2.2M|

| 2022|401|$27.5M|$197,229|$2.2M|

## 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|

| ROBIN S. WEINGAST & ASSOCIATES, INC|CONTRACT ADMIN|$140,953|—|$140,953|

| EMPOWERANNUITYINSURANCECOMPANYOFAME|RECORDKEEPER PROVIDER|$68,895|—|$68,895|

| LEAFHOUSE FINANCIAL ADVISORS LLC|OTHER ADMINISTRATOR|$15,694|—|$15,694|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,998|—|$9,998|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $235,540

- **Estimated Expense Ratio:** 0.740% 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|$199,018|$199,018|—|—|—|

| 2023|$173,215|$173,215|—|—|—|

| 2022|$182,485|$182,485|—|—|—|

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