Plan Snapshot
- Plan Sponsor: Grand Care Health Services LLC
- Sponsor EIN: 464665312
- Sponsor Address: 3452 E FOOTHILL BLVD, PASADENA, CA, 91107
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $2.9M
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 | 140 | $2.9M | $158,037 | $503,503 |
| 2023 | 134 | $2.1M | $141,598 | $436,080 |
| 2022 | 93 | $1.3M | $83,316 | $314,571 |
| 2021 | 132 | $1.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| DAVID L BUCK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L BUCK, CPA — 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 | $1,950 | — | — | — | — |
| 2023 | $2,227 | — | — | — | — |
| 2022 | $9,106 | — | — | — | — |
| 2021 | $10,749 | — | $10,749 | — | — |