Plan Snapshot
- Plan Sponsor: Caring, INC.
- Sponsor EIN: 222178791
- Sponsor Address: PO BOX 964, PLEASANTVILLE, NJ, 08232
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 410 | $1.8M | $92,024 | $316,521 |
| 2023 | 529 | $1.4M | $53,824 | $213,767 |
| 2022 | 543 | $995,224 | $49,365 | $159,955 |
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 |
|---|---|---|---|---|
| CAPALDI, REYNOLDS & PELOSI | 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 | $3,215 | — | $3,215 | — | — |
| 2023 | $2,646 | — | $2,610 | — | — |
| 2022 | $1,635 | — | $1,635 | — | — |