# L & A Care Corporation Dba Roze Room Hospice 401(k) Plan
Source: https://planprovider.pro/companies/l-a-care-corporation-dba-roze-room-hospice-401k-plan

> L & A Care Corporation Dba Roze Room Hospice's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** L & A Care Corporation Dba Roze Room Hospice

- **Sponsor EIN:** 954643592

- **Sponsor Address:** 18107 SHERMAN WAY SUITE 100, RESEDA, CA, 91335

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $12.1M

## 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|137|$12.1M|$260,088|$523,616|

| 2023|131|$10.5M|$432,799|$765,951|

| 2022|120|$8.4M|$335,097|$656,346|

## 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|

| RAYMOND JAMES FINANCIAL SERV|INVESTMENT ADVISOR|$37,046|—|$37,046|

| LAWRENCE R. MITCHELL & CO., CPA'S|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,046

- **Estimated Expense Ratio:** 0.305% 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|$32,037|—|$32,037|—|—|

| 2023|$32,487|—|$32,487|—|—|

| 2022|$35,979|—|$35,979|—|—|

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