# Carespring Health Care Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carespring-health-care-management-llc-401k-plan

> Carespring Health Care Management, LLC's 401(k) plan: 2,116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plante-and-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|—|—|

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

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