Plan Snapshot
- Plan Sponsor: The Centers For Advanced Ent Care, LLC
- Sponsor EIN: 474820772
- Sponsor Address: 6701 DEMOCRACY BOULEVARD, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $16.8M
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 | 0 | $16.8M | $2.4M | $33,143 |
| 2023 | 323 | $64.1M | $2.3M | $2.0M |
| 2022 | 319 | $53.6M | $2.1M | $1.9M |
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 |
|---|---|---|---|---|
| JOSEPH P. MELVIN COMPANY LLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOSEPH P. MELVIN COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.089% 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 | $114,415 | $40,000 | $37,198 | $15,000 | — |
| 2023 | $115,003 | $40,000 | $54,518 | — | — |
| 2022 | $110,286 | $40,000 | $51,436 | — | $18,850 |