# Diversified Care Management 401(k) Plan
Source: https://planprovider.pro/companies/diversified-care-management-401k-plan

> Diversified Care Management&#39;s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Diversified Care Management

- **Sponsor EIN:** 251884503

- **Sponsor Address:** 9515 GOEHRING ROAD, CRANBERRY TOWNSHIP, PA, 16066

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

- **Total Participants:** 227

- **Total Assets:** $10.2M

## 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|227|$10.2M|$421,459|$343,403|

| 2023|207|$9.4M|$374,978|$294,797|

| 2022|188|$8.1M|$358,103|$280,862|

## 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|

| ALERUS FINANCIAL, N.A.|RECORDKEEPER|$16,145|—|$16,145|

| LOUIS PLUNG & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — RECORDKEEPER

- [LOUIS PLUNG & COMPANY, LLP](https://planprovider.pro/provider/louis-plung-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,145

- **Estimated Expense Ratio:** 0.158% 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|$16,146|—|$16,146|—|—|

| 2023|$18,563|—|$18,563|—|—|

| 2022|$11,663|—|$11,663|—|—|

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