Plan Snapshot
- Plan Sponsor: Intercare Therapy, INC.
- Sponsor EIN: 954749616
- Sponsor Address: 4221 WILSHIRE BLVD, LOS ANGELES, CA, 90010
- Plan Type: 401(k)
- Total Participants: 589
- Total Assets: $8.4M
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 | 589 | $8.4M | $248,659 | $546,489 |
| 2023 | 369 | $7.1M | $279,560 | $611,996 |
| 2022 | 409 | $6.0M | $333,303 | $696,238 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $31,246 | — | $31,246 |
| JP MORGAN SECURITIES LLC | INVESTMENT/FINANCIAL ADVI | $18,589 | — | $18,589 |
| FIRST REPUBLIC BANK | INVESTMENT/FINANCIAL ADVI | $18,405 | — | $18,405 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- JP MORGAN SECURITIES LLC — INVESTMENT/FINANCIAL ADVI
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,240
- Estimated Expense Ratio: 0.817% 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 | $68,241 | $36,994 | — | — | — |
| 2023 | $52,608 | $23,378 | — | — | — |
| 2022 | $51,545 | — | — | — | — |