Plan Snapshot
- Plan Sponsor: Nextcare, INC.
- Sponsor EIN: 860727095
- Sponsor Address: 2145 E. BASELINE RD., SUITE 101, TEMPE, AZ, 85283
- Plan Type: 401(k)
- Total Participants: 1,235
- Total Assets: $16.3M
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 | 1,235 | $16.3M | $289,719 | $1.6M |
| 2023 | 1,167 | $14.5M | $297,497 | $1.5M |
| 2022 | 1,281 | $13.1M | $277,548 | $1.5M |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | 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 | $98,799 | $20,952 | $23,780 | — | — |
| 2023 | $90,997 | $18,416 | $24,574 | — | — |
| 2022 | $79,158 | $17,596 | $50,097 | — | $19,633 |