Plan Snapshot
- Plan Sponsor: Hdc Care Solutions LLC
- Sponsor EIN: 454748124
- Sponsor Address: 100 CROSSING BLVD STE 300, FRAMINGHAM, MA, 017025555
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $11.5M
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 | 172 | $11.5M | $503,431 | $1.2M |
| 2023 | 144 | $9.2M | $415,071 | $1.0M |
| 2022 | 134 | $7.4M | $292,961 | $740,936 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $30,758 | $15,756 | $14,142 | — | — |
| 2023 | $36,355 | $11,267 | $9,912 | — | — |
| 2022 | $44,522 | $21,963 | $22,559 | — | — |