Plan Snapshot
- Plan Sponsor: Western Reserve Care Solutions
- Sponsor EIN: 832255711
- Sponsor Address: 17876 SAINT CLAIR AVENUE, CLEVELAND, OH, 44110
- Plan Type: 401(k)
- Total Participants: 972
- Total Assets: $47.0M
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 | 972 | $47.0M | $1.6M | $4.7M |
| 2023 | 890 | $41.9M | $1.4M | $4.4M |
| 2022 | 752 | $35.2M | $1.2M | $3.6M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $221,526 | — | $221,526 |
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $61,512 | $61,512 |
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,038
- Estimated Expense Ratio: 0.603% 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 | $221,526 | — | $217,226 | — | — |
| 2023 | $202,903 | $12,500 | $187,653 | — | — |
| 2022 | $200,984 | — | — | — | — |