Plan Snapshot
- Plan Sponsor: Naphcare U.S., INC.
- Sponsor EIN: 631099646
- Sponsor Address: 2090 COLUMBIANA ROAD,, BIRMINGHAM, AL, 35216
- Plan Type: 401(k)
- Total Participants: 6,214
- Total Assets: $61.1M
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 | 6,214 | $61.1M | $1.7M | $11.7M |
| 2023 | 4,646 | $46.2M | $1.4M | $8.9M |
| 2022 | 4,003 | $32.2M | $983,583 | $5.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $146,515 | — | $146,515 |
| COMMONWEALTH EQUITY SERVICES | NONE | $33,252 | — | $33,252 |
| HAYNES DOWNARD,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,767
- Estimated Expense Ratio: 0.294% 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 | $179,692 | $55,867 | — | — | — |
| 2023 | $130,449 | $31,923 | — | — | — |
| 2022 | $86,539 | — | — | — | — |