Plan Snapshot
- Plan Sponsor: Carespring Health Care Management, LLC
- Sponsor EIN: 010885621
- Sponsor Address: 390 WARDS CORNER ROAD, LOVELAND, OH, 45140
- Plan Type: 401(k)
- Total Participants: 2,116
- Total Assets: $30.4M
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 | 2,116 | $30.4M | $128,967 | $3.9M |
| 2023 | 2,046 | $25.7M | $144,955 | $3.2M |
| 2022 | 1,701 | $17.6M | $87,728 | $2.7M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $164,223 | $5,314 | $158,909 | — | — |
| 2023 | $151,421 | $4,131 | $147,290 | — | — |
| 2022 | $136,568 | $3,727 | $132,841 | — | — |