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Care.Stat! 401(k)

Recordkeeping fees per participant · Care.stat! 401(k) Plan · plan year 2024

$28.42

Higher than 28% of the 7,477 plans $1 to 10M that report it.

Source

= $7,844 / 276
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251117220022NAL0000964627001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117220022NAL0000964627001, received 2025-11-17

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-17.

Cost and contributions

Administrative expenses excluding investment management, per participant

$28.42

10th: $13.66median $103.3390th: $302.77

Higher than 21% of the 14,713 plans $1 to 10M that report it.

Source

= $7,844 / 276
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251117220022NAL0000964627001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117220022NAL0000964627001, received 2025-11-17

Administrative expenses per participant

$55.52

10th: $19.42median $150.2790th: $370.75

Higher than 24% of the 15,210 plans $1 to 10M that report it.

Source

= $15,324 / 276
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251117220022NAL0000964627001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117220022NAL0000964627001, received 2025-11-17

Administrative expenses as a share of assets

0.155%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 20% of the 15,243 plans $1 to 10M that report it.

Source

= $15,324 / $9,875,460
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251117220022NAL0000964627001, received 2025-11-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251117220022NAL0000964627001, received 2025-11-17

Employer contributions per participant

$2,119

10th: $357median $1,32390th: $2,861

Higher than 76% of the 13,342 plans $1 to 10M that report it.

Source

= $584,867 / 276
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251117220022NAL0000964627001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117220022NAL0000964627001, received 2025-11-17

Employer share of total contributions

28.8%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 50% of the 13,370 plans $1 to 10M that report it.

Source

= $584,867 / $2,028,517
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251117220022NAL0000964627001, received 2025-11-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251117220022NAL0000964627001, received 2025-11-17

Plan terms, as stated in Care.Stat!, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251117220022NAL0000964627001, received 2025-11-17

Full record, Care.stat! 401(k) Plan

FieldValueSource
Plan sponsorCARE.STAT!, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251117220022NAL0000964627001, received 2025-11-17
Plan nameCARE.STAT! 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251117220022NAL0000964627001, received 2025-11-17
Sponsor EIN / plan number47-5436639 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251117220022NAL0000964627001, received 2025-11-17
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251117220022NAL0000964627001, received 2025-11-17
Sponsor locationSACRAMENTO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251117220022NAL0000964627001, received 2025-11-17
Industry (business code)561300, Administrative and support and waste management servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251117220022NAL0000964627001, received 2025-11-17
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251117220022NAL0000964627001, received 2025-11-17
Filing received2025-11-17Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251117220022NAL0000964627001, received 2025-11-17
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251117220022NAL0000964627001, received 2025-11-17
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251117220022NAL0000964627001, received 2025-11-17
Participants, beginning of year342Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251117220022NAL0000964627001, received 2025-11-17
Active participants97Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251117220022NAL0000964627001, received 2025-11-17
Participants, end of year280Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251117220022NAL0000964627001, received 2025-11-17
Participants with an account balance276Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117220022NAL0000964627001, received 2025-11-17
Total assets, beginning of year$9,150,778Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251117220022NAL0000964627001, received 2025-11-17
Total assets, end of year$9,875,460Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251117220022NAL0000964627001, received 2025-11-17
Net assets, end of year$9,875,460Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251117220022NAL0000964627001, received 2025-11-17
Total income$3,192,139Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251117220022NAL0000964627001, received 2025-11-17
Net income$724,682Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251117220022NAL0000964627001, received 2025-11-17
Employer contributions$584,867Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251117220022NAL0000964627001, received 2025-11-17
Participant contributions$1,292,938Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251117220022NAL0000964627001, received 2025-11-17
Other contributions (incl. rollovers)$150,712Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251117220022NAL0000964627001, received 2025-11-17
Total contributions$2,028,517Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251117220022NAL0000964627001, received 2025-11-17
Benefit payments$2,452,133Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251117220022NAL0000964627001, received 2025-11-17
Total expenses (incl. benefit payments)$2,467,457Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251117220022NAL0000964627001, received 2025-11-17
Total administrative expenses$15,324Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251117220022NAL0000964627001, received 2025-11-17
Recordkeeping fees$7,844Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251117220022NAL0000964627001, received 2025-11-17
Investment advisory and management fees$7,480Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251117220022NAL0000964627001, received 2025-11-17
Administrative expenses excluding investment management$7,844derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251117220022NAL0000964627001, received 2025-11-17
Held in mutual funds$9,724,550Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251117220022NAL0000964627001, received 2025-11-17

Position = column in the DOL layout for form year 2024. Filing 20251117220022NAL0000964627001, received 2025-11-17.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
GUIDELINE, LLCrecordkeeperRECORDKEEPER 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses $13,985no
BENEFIT TRUST COMPANYCUSTODIAN 18 Custodial (other than securities); 19 Custodial (securities) $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251117220022NAL0000964627001, received 2025-11-17.

What changed since the 2023 plan year

Figure20232024Change
Total assets$9,150,778$9,875,4607.9%
Participants with a balance335276-17.6%
Administrative expenses$11,005$15,32439.2%
Recordkeeping fees per participant$12.66$28.42124.5%
Employer contributions$1,445,730$584,867-59.5%

Prior filing 20241209171348NAL0015232064001, received 2024-12-09; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CARE.STAT!, INC.; SEC registrant: Care.Stat!, Inc. (CIK 1858336, matched by EIN).