Plan Snapshot
- Plan Sponsor: Complete Care LLC
- Sponsor EIN: 822141949
- Sponsor Address: 229 ROUTE 70, TOMS RIVER, NJ, 08755
- Plan Type: 401(k)
- Total Participants: 8,879
- Total Assets: $49.6M
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 | 8,879 | $49.6M | $315,851 | $12.8M |
| 2023 | 8,182 | $36.6M | $317,115 | $11.9M |
| 2022 | 5,918 | $23.3M | $154,067 | $6.6M |
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 |
|---|---|---|---|---|
| FASTEN HALBERSTAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FASTEN HALBERSTAM 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 | $453,407 | $77,202 | — | — | — |
| 2023 | $772,281 | $127,175 | — | — | — |
| 2022 | $641,661 | — | — | — | — |