# Caritas Management Corp. 401(k) Plan
Source: https://planprovider.pro/companies/caritas-management-corp-plan

> Caritas Management Corp.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caritas Management Corp.

- **Sponsor EIN:** 942921688

- **Sponsor Address:** 1358 VALENCIA STREET, SAN FRANCISCO, CA, 94110

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

- **Total Participants:** 198

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|198|$4.2M|$0|$549,230|

| 2023|197|$3.5M|$0|$461,676|

| 2022|174|$2.8M|$230,000|$417,208|

| 2021|163|$3.0M|$0|$0|

| 2020|134|$2.8M|$0|$0|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — 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|$20,413|—|$20,413|—|—|

| 2023|$17,638|—|$17,638|—|—|

| 2022|$2,538|—|$2,538|—|—|

| 2021|$13,147|—|$13,147|—|—|

| 2020|$21,313|—|$21,313|—|—|

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