Plan Snapshot
- Plan Sponsor: Carestar, INC.
- Sponsor EIN: 311254105
- Sponsor Address: 4540 COOPER RD, BLUE ASH, OH, 45242
- Plan Type: DC
- Plan Number: 002
- Total Participants: 725
- Total Assets: $115.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 725 | $115.8M | $0 | $0 |
| 2024 | 404 | $86.7M | $6.3M | $0 |
| 2023 | 400 | $77.8M | $6.2M | $0 |
| 2022 | 343 | $61.5M | $5.4M | $0 |
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 |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | Other Service Provider | $41,615 | — | $41,615 |
| GREATBANC | Other Service Provider | $24,300 | — | $24,300 |
| DEAN DORTON ALLEN PLLC | Other Service Provider | $14,700 | — | $14,700 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $10,113 | — | $10,113 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,728
- Estimated Expense Ratio: 0.078% 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 |
|---|---|---|---|---|---|
| 2025 | $7,061,677 | — | — | — | — |
| 2024 | $165,969 | — | — | — | — |
| 2023 | $81,177 | — | — | — | — |
| 2022 | $756,975 | — | — | — | — |