Plan Snapshot
- Plan Sponsor: Carestar, INC.
- Sponsor EIN: 311254105
- Sponsor Address: 4540 COOPER ROAD, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 467
- Total Assets: $18.5M
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 | 467 | $18.5M | $671,916 | $1.4M |
| 2023 | 441 | $15.3M | $676,918 | $1.3M |
| 2022 | 407 | $12.6M | $580,626 | $1.1M |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.081% 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 | $98,472 | $38,207 | — | $15,000 | — |
| 2023 | $79,073 | $37,758 | — | — | — |
| 2022 | $73,993 | — | — | — | — |