Plan Snapshot
- Plan Sponsor: Procare Software LLC
- Sponsor EIN: 931098604
- Sponsor Address: 1 W MAIN STREET, MEDFORD, OR, 97501
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $250,689 | $653,483 |
| 2023 | 407 | $26.8M | $1.3M | $2.8M |
| 2022 | 402 | $21.9M | $1.6M | $2.7M |
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 |
|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | NONE | $140,408 | — | $140,408 |
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,408
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 | $38,579 | $29,299 | $9,280 | — | — |
| 2023 | $70,204 | — | $70,204 | — | — |
| 2022 | $54,340 | — | $54,340 | — | — |