# Takecare Insurance Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/takecare-insurance-company-inc-401k-plan

> Takecare Insurance Company, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Takecare Insurance Company, INC.

- **Sponsor EIN:** 980223187

- **Sponsor Address:** P.O. BOX 6578, TAMUNING, GU, 96931

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

- **Plan Number:** 001

- **Total Participants:** 170

- **Total Assets:** $19.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|170|$19.8M|$456,800|$857,922|

| 2023|209|$19.4M|$441,315|$823,515|

| 2022|224|$17.5M|$422,825|$710,126|

## 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|

| ASC TRUST, LLC|Other Service Provider|$105,866|—|$105,866|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,866

- **Estimated Expense Ratio:** 0.535% 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|$105,866|—|$4,225|—|—|

| 2023|$94,886|—|$3,935|—|—|

| 2022|$95,454|$91,934|$3,520|—|—|

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