Plan Snapshot
- Plan Sponsor: Health Carousel LLC
- Sponsor EIN: 201601546
- Sponsor Address: 4000 SMITH RD. STE 410, CINCINNATI, OH, 45209
- Plan Type: 401(k)
- Total Participants: 2,915
- Total Assets: $80.0M
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 | 2,915 | $80.0M | $3.9M | $14.6M |
| 2023 | 2,982 | $68.1M | $4.6M | $15.9M |
| 2022 | 3,429 | $46.2M | $4.5M | $15.6M |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO. LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO. LTD. — 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 | $276,602 | $34,006 | — | — | — |
| 2023 | $249,139 | $24,000 | — | — | — |
| 2022 | $221,566 | — | — | — | — |