Plan Snapshot
- Plan Sponsor: Info Media Group INC Dba Carenet
- Sponsor EIN: 710879286
- Sponsor Address: 11845 IH 10 WEST, SAN ANTONIO, TX, 78230
- Plan Type: 401(k)
- Total Participants: 2,574
- Total Assets: $25.2M
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 | 2,574 | $25.2M | $1.3M | $3.6M |
| 2023 | 2,011 | $19.5M | $1.1M | $3.0M |
| 2022 | 1,211 | $12.9M | $753,646 | $2.0M |
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 |
|---|---|---|---|---|
| INTERCONTINENTAL WEALTH ADVISORS LL | INVESTMENT/FINANCIAL ADVI | $125,676 | — | $125,676 |
| ADP, INC. | RECORD KEEPER | $124,755 | — | $124,755 |
| RUSSON & JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RUSSON & JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $250,431
- Estimated Expense Ratio: 0.993% 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 | $250,390 | — | — | — | — |
| 2023 | $135,276 | $49,072 | — | — | — |
| 2022 | $115,830 | — | — | — | — |