# Caring Places Management 401(k) Plan
Source: https://planprovider.pro/companies/caring-places-management-plan

> Caring Places Management's 401(k) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caring Places Management

- **Sponsor EIN:** 261434249

- **Sponsor Address:** 2040 A STREET, FOREST GROVE, OR, 97116

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

- **Total Participants:** 644

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|644|$5.5M|$795,700|$895,520|

| 2023|747|$4.8M|$619,227|$593,819|

| 2022|641|$3.3M|$477,031|$537,435|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$32,204|—|$32,204|

| FOSTER & WOOD INC DBA FOSTER & WOOD|INVESTMENT ADVISOR|$12,099|—|$12,099|

| JASON E UNDERWOOD CPA LLC|AUDITOR|$7,500|—|$7,500|

| JASON UNDERWOOD CPA, PLLC|Auditor|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,303

- **Estimated Expense Ratio:** 1.085% of plan assets

### 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|$124,116|$13,459|—|$7,500|—|

| 2023|$74,477|$61,991|$12,486|—|—|

| 2022|$97,249|$18,223|$71,826|—|$7,200|

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