# Caring Hearts Health Care Serv 401(k) Plan
Source: https://planprovider.pro/companies/caring-hearts-health-care-serv-401k-plan

> Caring Hearts Health Care Serv's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caring Hearts Health Care Serv

- **Sponsor EIN:** 451170555

- **Sponsor Address:** 400 MACDADE BLVD, COLLINGDALE, PA, 190233306

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

- **Total Participants:** 209

- **Total Assets:** $233,343

## 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|209|$233,343|$0|$26,271|

| 2023|160|$204,769|$0|$43,636|

| 2022|140|$159,059|$0|$50,964|

| 2018|91|$21,934|$0|$25,577|

| 2017|28|$2,969|$0|$2,827|

## 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|

| WATERS & ASSOCIATES CPAS|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|$2,191|$1,007|$1,184|—|—|

| 2023|$3,271|$882|$2,389|—|—|

| 2022|$9,571|$719|$8,852|—|—|

| 2018|—|—|—|—|—|

| 2017|—|—|—|—|—|

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