# Intercare Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intercare-holdings-inc-401k-plan

> Intercare Holdings, INC.'s 401(k) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$81,277|—|$81,277|

| CAMBRIDGE INVESTMENT RESEARCH INC|BROKER/ADVISER|—|$47,621|$47,621|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,051|—|$7,051|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,949

- **Estimated Expense Ratio:** 0.579% 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|$88,328|$7,051|—|—|—|

| 2023|$71,965|$7,082|—|—|—|

| 2022|$58,398|$6,098|$52,300|—|—|

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