Plan Snapshot
- Plan Sponsor: Central Arkansas Radiation Therapy Institute
- Sponsor EIN: 710437657
- Sponsor Address: 8901 CARTI WAY, LITTLE ROCK, AR, 722055402
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 1,082
- Total Assets: $74.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,082 | $74.7M | $1.8M | $5.6M |
| 2023 | 1,060 | $65.7M | $1.5M | $5.3M |
| 2022 | 952 | $54.8M | $1.3M | $4.4M |
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 |
|---|---|---|---|---|
| APTUS FINANCIAL LLC | Other Service Provider | — | $40,975 | $40,975 |
| ERISA SERVICES MIDWEST, LLC | Recordkeeper | — | $32,763 | $32,763 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,738
- Estimated Expense Ratio: 0.099% 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 | $288,536 | — | $282,611 | — | — |
| 2023 | $217,556 | — | $217,556 | — | — |
| 2022 | $156,267 | — | $156,267 | — | — |