Plan Snapshot
- Plan Sponsor: Caris Science, INC.
- Sponsor EIN: 453632909
- Sponsor Address: 750 W JOHN CARPENTER FWY STE 800, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 1,760
- Total Assets: $141.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,760 | $141.1M | $7.7M | $15.1M |
| 2023 | 1,736 | $109.7M | $7.2M | $14.3M |
| 2022 | 1,789 | $77.1M | $6.5M | $12.4M |
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 |
|---|---|---|---|---|
| WHITLEY PENN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN — 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 | $280,933 | $50,000 | — | — | — |
| 2023 | $283,484 | $50,000 | $233,484 | — | — |
| 2022 | $209,843 | $25,000 | $184,573 | — | — |