Plan Snapshot
- Plan Sponsor: Carter Healthcare,LLC
- Sponsor EIN: 731443438
- Sponsor Address: 7725 W. RENO AVE, OKLAHOMA CITY, OK, 73127
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $10.9M
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 | 169 | $10.9M | $0 | $363,744 |
| 2023 | 239 | $11.6M | $788 | $468,202 |
| 2022 | 256 | $11.1M | $213 | $707,700 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $46,525 | — | $46,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,525
- Estimated Expense Ratio: 0.426% 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 | $83,069 | $9,113 | $27,431 | $46,525 | — |
| 2023 | $56,931 | $4,179 | $19,502 | $33,250 | — |
| 2022 | $33,958 | $4,791 | $29,167 | — | — |