Plan Snapshot
- Plan Sponsor: Clarest Health, LLC Aka Procare Ltc Holding, LLC
- Sponsor EIN: 352545978
- Sponsor Address: 1921 GALLOWS ROAD, SUITE 210, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 1,711
- Total Assets: $66.6M
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 | 1,711 | $66.6M | $1.5M | $3.2M |
| 2023 | 732 | $13.4M | $940,739 | $2.2M |
| 2022 | 539 | $10.6M | $823,219 | $1.8M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | 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 | $155,649 | $67,667 | — | — | — |
| 2023 | $87,560 | $48,148 | — | — | — |
| 2022 | $53,230 | — | $53,230 | — | — |