# Covenant Care California, LLC 401(k) Plan
Source: https://planprovider.pro/companies/covenant-care-california-llc-401k-plan

> Covenant Care California, LLC's 401(k) plan: 4,261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Covenant Care California, LLC

- **Sponsor EIN:** 330631540

- **Sponsor Address:** 120 VANTIS DRIVE, ALISO VIEJO, CA, 926562677

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

- **Total Participants:** 4,261

- **Total Assets:** $73.5M

## 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|4,261|$73.5M|$0|$4.9M|

| 2023|4,125|$74.8M|-$250|$6.0M|

| 2022|4,293|$66.2M|$0|$5.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$195,553|—|$195,553|

| NFP RETIREMENT|INVESTMENT ADVISORY|$22,125|—|$22,125|

| MARCUM LLP|ACCOUNTANT|$16,995|—|$16,995|

| PENSION ASSURANCE LLP|Auditor|$16,995|—|$16,995|

### Verified Provider Profiles

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

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $251,668

- **Estimated Expense Ratio:** 0.343% 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|$228,299|$22,125|$189,179|$16,995|—|

| 2023|$186,344|$29,500|$144,844|—|—|

| 2022|$168,759|—|$146,634|—|$22,125|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/covenant-care-california-llc-401k-plan)

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