Plan Snapshot
- Plan Sponsor: Ontrak, INC.
- Sponsor EIN: 880464853
- Sponsor Address: 2301 E. EVESHAM ROAD, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $7.5M
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 | 106 | $7.5M | $0 | $866,802 |
| 2023 | 107 | $6.8M | $334 | $861,185 |
| 2022 | 120 | $7.2M | $669,872 | $1.4M |
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 |
|---|---|---|---|---|
| ROSE, SNYDER & JACOBS LLP | 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 | $17,030 | $27 | — | — | — |
| 2023 | $35,553 | — | $35,553 | — | — |
| 2022 | $65,411 | — | $65,411 | — | — |