Plan Snapshot
- Plan Sponsor: Neighborly Care Network INC.
- Sponsor EIN: 591218100
- Sponsor Address: 5225 TECH DATA DR., CLEARWATER, FL, 33760
- Plan Type: 403(b)
- Total Participants: 105
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 105 | $2.6M | $162,447 | $218,026 |
| 2023 | 113 | $2.2M | $145,882 | $170,015 |
| 2022 | 118 | $1.9M | $122,043 | $132,461 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,108 | $8,872 | $1,236 | — | — |
| 2023 | $10,898 | $7,378 | $3,520 | — | — |
| 2022 | $9,600 | $6,704 | $2,896 | — | — |