Plan Snapshot
- Plan Sponsor: Intercare Holdings, INC.
- Sponsor EIN: 470933322
- Sponsor Address: 6020 WEST OAKS BLVD. SUITE 100, ROCKLIN, CA, 95765
- Plan Type: 401(k)
- Total Participants: 460
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 460 | $23.5M | $200,548 | $2.0M |
| 2023 | 428 | $20.6M | $161,897 | $1.8M |
| 2022 | 386 | $16.5M | $128,514 | $1.5M |
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 | $88,328 | $7,051 | — | — | — |
| 2023 | $71,965 | $7,082 | — | — | — |
| 2022 | $58,398 | $6,098 | $52,300 | — | — |