Plan Snapshot
- Plan Sponsor: Wecare Tlc, LLC
- Sponsor EIN: 202989436
- Sponsor Address: 999 DOUGLAS AVE, ALTAMONTE SPRINGS, FL, 32714
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $3.2M
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 | 90 | $3.2M | $242,760 | $328,755 |
| 2023 | 89 | $2.8M | $137,924 | $325,936 |
| 2022 | 97 | $2.2M | $134,425 | $315,963 |
| 2021 | 128 | $2.5M | $0 | $0 |
| 2020 | 168 | $2.3M | $0 | $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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $53,228 | $14,711 | — | — | — |
| 2023 | $22,854 | $11,750 | — | — | — |
| 2022 | $24,577 | — | — | — | — |
| 2021 | $16,182 | — | — | — | — |
| 2020 | $15,664 | — | $15,664 | — | — |