Caringbridge 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Caringbridge
  • Sponsor EIN: 421529394
  • Sponsor Address: 3600 AMERICAN BLVD W, BLOOMINGTON, MN, 55431
  • Plan Type: 401(k)
  • Total Participants: 45
  • Total Assets: $4.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202445$4.0M$144,381$398,137
202339$3.9M$164,887$394,077
202240$3.3M$144,638$374,768

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