Plan Snapshot
- Plan Sponsor: Direct Urgent Care, INC. Dba Carbon Health
- Sponsor EIN: 454298417
- Sponsor Address: 2100 FRANKLIN STREET, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 1,296
- Total Assets: $42.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,296 | $42.4M | $1.0M | $5.7M |
| 2023 | 1,736 | $40.0M | $0 | $8.1M |
| 2022 | 2,437 | $28.8M | $4.9M | $10.6M |
| 2020 | 346 | $4.1M | $716,607 | $1.6M |
| 2019 | 37 | $848,067 | $54,555 | $134,184 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $182,044 | — | — | — | — |
| 2023 | $149,658 | — | — | — | — |
| 2022 | $73,632 | — | $73,632 | — | — |
| 2020 | $272,232 | — | — | — | — |
| 2019 | $81,677 | — | $3,793 | — | — |