# Clever Care Health Plan INC. 401(k) Plan
Source: https://planprovider.pro/companies/clever-care-health-plan-inc-401k-plan

> Clever Care Health Plan INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clever Care Health Plan INC.

- **Sponsor EIN:** 832354214

- **Sponsor Address:** 7711 CENTER AVENUE, HUNTINGTON BEACH, CA, 92647

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

- **Total Participants:** 204

- **Total Assets:** $7.0M

## 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|204|$7.0M|$639,253|$1.4M|

| 2023|174|$4.9M|$547,259|$1.3M|

| 2022|147|$2.6M|$411,556|$923,857|

## 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|

| LUCAS, HORSFALL, MURPHY & PINDROH,|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUCAS, HORSFALL, MURPHY & PINDROH,](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — 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|$1,120|—|$1,120|—|—|

| 2023|$1,035|—|$1,035|—|—|

| 2022|$300|—|$300|—|—|

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