Plan Snapshot
- Plan Sponsor: Caresave Technologies, INC.
- Sponsor EIN: 472416904
- Sponsor Address: 7925 JONES BRANCH DRIVE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 3,141
- Total Assets: $11.2M
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 | 3,141 | $11.2M | $957,378 | $2.4M |
| 2023 | 363 | $6.2M | $755,578 | $1.9M |
| 2022 | 385 | $2.8M | $370,055 | $1.0M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $52,432 | $15,478 | — | — | — |
| 2023 | $38,775 | — | — | — | — |
| 2022 | $22,565 | $4,527 | — | — | $18,038 |