# Specialtycare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/specialtycare-inc-401k-plan

> Specialtycare, INC.'s 401(k) plan: 2,030 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Specialtycare, INC.

- **Sponsor EIN:** 208825842

- **Sponsor Address:** 3 MARYLAND FARMS, BRENTWOOD, TN, 37027

- **Plan Type:** 401(k)

- **Total Participants:** 2,030

- **Total Assets:** $241.4M

## 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|2,030|$241.4M|$5.1M|$16.2M|

| 2023|1,814|$215.5M|$5.1M|$15.3M|

| 2022|1,821|$175.8M|$5.1M|$15.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$134,242|—|$134,242|

| STRATEGIC ADVISORS, INC.|ADVISOR|$87,116|—|$87,116|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$46,000|—|$46,000|

| LBMC,PC|ACCOUNTANT/AUDITOR|$16,000|—|$16,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISOR

- [LBMC,PC](https://planprovider.pro/provider/lbmc-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $283,358

- **Estimated Expense Ratio:** 0.117% of plan assets

### 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|$283,358|$87,116|$300|$16,000|—|

| 2023|$271,995|$71,872|—|$15,000|—|

| 2022|$282,413|$61,003|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/specialtycare-inc-401k-plan)

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