# Caresource Management Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/caresource-management-services-llc-401k-plan

> Caresource Management Services LLC's 401(k) plan: 4,590 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caresource Management Services LLC

- **Sponsor EIN:** 311703371

- **Sponsor Address:** 230 NORTH MAIN STREET, DAYTON, OH, 45402

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

- **Total Participants:** 4,590

- **Total Assets:** $511.1M

## 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|4,590|$511.1M|$27.5M|$42.0M|

| 2023|4,617|$426.2M|$26.8M|$40.6M|

| 2022|4,733|$325.5M|$22.3M|$34.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$161,457|—|$161,457|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$141,751|—|$141,751|

| CLARK SCHAEFER HACKETT AND CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $303,208

- **Estimated Expense Ratio:** 0.059% 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|$303,208|$161,457|$2,400|—|—|

| 2023|$255,153|$110,565|—|—|—|

| 2022|$240,050|$93,121|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caresource-management-services-llc-401k-plan)

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