Plan Snapshot
- Plan Sponsor: Carewise Health Holdings INC.
- Sponsor EIN: 593484556
- Sponsor Address: 9200 SHELBYVILLE ROAD, LOUISVILLE, KY, 40222
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $31.4M
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 | 103 | $31.4M | $67,762 | $429,037 |
| 2023 | 103 | $28.0M | $68,924 | $348,286 |
| 2022 | 89 | $25.2M | $67,981 | $325,495 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $83,185 | $29,528 | $53,657 | — | — |
| 2023 | $73,669 | $26,055 | $43,779 | — | — |
| 2022 | $81,042 | $15,196 | $61,280 | — | $4,566 |