# Carex Consulting Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/carex-consulting-group-inc-plan

> Carex Consulting Group INC.'s 401(k) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carex Consulting Group INC.

- **Sponsor EIN:** 814084642

- **Sponsor Address:** 551 W MAIN ST, MADISON, WI, 53703

- **Plan Type:** 401(k)

- **Total Participants:** 67

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|67|$2.0M|$0|$471,114|

| 2023|129|$1.8M|$0|$596,655|

| 2022|143|$1.2M|$0|$513,680|

## 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|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## 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|$4,606|$1,502|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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