Plan Snapshot
- Plan Sponsor: Clinicare Corporation
- Sponsor EIN: 391200637
- Sponsor Address: 890 ELM GROVE ROAD SUITE 202 BLDG 2, ELM GROVE, WI, 53122
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $6.9M
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 | 102 | $6.9M | $83,039 | $202,481 |
| 2023 | 100 | $7.7M | $96,345 | $220,813 |
| 2022 | 114 | $8.5M | $168,370 | $366,323 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $59,172 | — | $54,879 | — | — |
| 2023 | $71,304 | $1,646 | $61,970 | — | — |
| 2022 | $79,396 | $1,957 | $73,515 | — | — |