Plan Snapshot
- Plan Sponsor: Carrus Healthcare
- Sponsor EIN: 812161917
- Sponsor Address: 1810 U.S. HIGHWAY 82 WEST, SHERMAN, TX, 75020
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 331
- Total Assets: $6.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 331 | $6.4M | $393,409 | $751,541 |
| 2023 | 383 | $5.0M | $354,372 | $725,079 |
| 2022 | 379 | $3.6M | $350,861 | $730,493 |
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 |
|---|---|---|---|---|
| KHA ACCOUNTANTS, LLC | 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 | $93,920 | $1,146 | $92,774 | — | — |
| 2023 | $69,293 | $838 | $68,455 | — | — |
| 2022 | $62,650 | — | $62,650 | — | — |