Plan Snapshot
- Plan Sponsor: Intercare Therapy, INC.
- Sponsor EIN: 954749616
- Sponsor Address: 501 SHATTO PLACE, STE 100, LOS ANGELES, CA, 90020
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 951
- Total Assets: $10.5M
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. |
|---|---|---|---|---|
| 2025 | 951 | $10.5M | $0 | $0 |
| 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. | Recordkeeper | $29,565 | — | $29,565 |
| PNC BANK | Investment Advisor | $19,986 | — | $19,986 |
| JP MORGAN SECURITIES LLC | Investment Advisor | $5,027 | — | $5,027 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,578
- Estimated Expense Ratio: 0.518% 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 |
|---|---|---|---|---|---|
| 2025 | $670,306 | $25,014 | — | — | — |
| 2024 | $68,241 | $36,994 | — | — | — |
| 2023 | $52,608 | $23,378 | — | — | — |
| 2022 | $51,545 | — | — | — | — |