Plan Snapshot
- Plan Sponsor: Provident Care, INC.
- Sponsor EIN: 770575444
- Sponsor Address: 915 14TH STREET, MODESTO, CA, 95354
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $638,125
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 | 78 | $638,125 | $20,000 | $119,812 |
| 2023 | 77 | $548,602 | $20,000 | $108,967 |
| 2022 | 77 | $462,099 | $20,000 | $98,943 |
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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES, 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 | $22,312 | — | — | — | — |
| 2023 | $15,931 | — | — | — | — |
| 2022 | $12,551 | — | — | — | $12,551 |