# Carewise Health Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/carewise-health-holdings-inc-401k-plan

> Carewise Health Holdings INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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