Plan Snapshot
- Plan Sponsor: Telecare Corporation
- Sponsor EIN: 941735271
- Sponsor Address: 1080 MARINA VILLAGE PKWY STE 100, ALAMEDA, CA, 945011078
- Plan Type: DC
- Total Participants: 2,501
- Total Assets: $87.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,501 | $87.0M | $2.2M | $0 |
| 2023 | 2,321 | $77.1M | $1.9M | $0 |
| 2022 | 2,056 | $65.4M | $1.8M | $0 |
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 |
|---|---|---|---|---|
| JP MORGAN | INVESTMENT MANAGEMENT | $33,807 | — | $33,807 |
| ROORDA, PIQUET & BESSEE, INC. CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,807
- Estimated Expense Ratio: 0.039% 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 | $33,907 | — | — | — | — |
| 2023 | $9,778 | $9,658 | — | — | — |
| 2022 | $20,845 | $20,845 | — | — | — |