Plan Snapshot
- Plan Sponsor: Corporate Care Central Payroll Services, LLC
- Sponsor EIN: 274016671
- Sponsor Address: 3530 W T C JESTER BLVD, HOUSTON, TX, 770185047
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 224 | $8.9M | $335,218 | $612,205 |
| 2023 | 182 | $7.9M | $322,727 | $580,806 |
| 2022 | 164 | $6.7M | $345,931 | $651,006 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,734 | — | $17,734 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $12,768 | — | $12,768 |
| ASSUREDPARTNERS CAPITAL INC | ADVISOR | $7,022 | — | $7,022 |
| MILLER GROSSBARD ADVISORS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- MILLER GROSSBARD ADVISORS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,524
- Estimated Expense Ratio: 0.423% 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 | $38,712 | $20,978 | — | — | — |
| 2023 | $33,872 | $17,789 | — | — | — |
| 2022 | $27,901 | $120 | — | — | — |