Plan Snapshot
- Plan Sponsor: Carestream Health, INC.
- Sponsor EIN: 208190334
- Sponsor Address: 150 VERONA STREET, ROCHESTER, NY, 146081104
- Plan Type: 401(k)
- Total Participants: 1,004
- Total Assets: $406.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,004 | $406.2M | $5.5M | $12.1M |
| 2023 | 1,334 | $427.3M | $4.9M | $14.0M |
| 2022 | 1,486 | $407.7M | $5.6M | $14.6M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS INC. | NONE | $97,137 | — | $97,137 |
| FIDUCIENT ADVISORS | NONE | $83,132 | — | $83,132 |
| BONADIO & CO., LLP | NONE | $16,700 | — | $16,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,969
- Estimated Expense Ratio: 0.048% 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 | $297,506 | — | — | — | — |
| 2023 | $281,096 | — | — | — | — |
| 2022 | $315,839 | — | — | — | $131,047 |