Plan Ledger DOL Form 5500 · updated monthly

Care Everywhere, LLC401(k)

CARE EVERYWHERE, LLC 401(K) PROFIT SHARING PLAN & TRUST · NATICK, MA · plan year 2023

Reported admin expense ratio · 2023
0.18%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Care Everywhere, LLC reported $17,930 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $4,402 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.19% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,772nd of 2,726), and 7,530th of 11,654 in professional & technical services. In 2023, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,530,600
Participants with balances145
Active participants118
Employer contributions$519,410
Employee contributions$1,272,508
Employer contribution per active participant$4,402
Average account balance$79,521
Benefits paid to participants$681,663
Plan auditUnmodified (clean) audit opinion
AuditorSULLIVAN BILLE, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 134 accts · $461K emplr
2023$11.5M · 145 accts · $519K emplr
2022$8.8M · 129 accts · $487K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,200
Investment management$16,000
Trustee / custodial$730
Total administrative$17,930
The Care Everywhere, LLC 401(k) match · 2023
Employer contribution per active participant$4,402
Median for plans this size$2,440
2024$4,118 per active participant
2023$4,402 per active participant
2022$3,861 per active participant

Care Everywhere, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CETERA ADVISOR NETWORKS · Investment advisory (participants)$16,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$25,244 · 0.22%
2023$17,930 · 0.18%
2022$16,950 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Addgene, Inc MA$11.7M · 0.12%
Viridian Therapeutics, Inc. MA$11.6M · 0.14%
Demand Science Group MA$11.6M · 0.38%
Tsd Rental, LLC MA$11.5M · 0.34%
Gpmf Holdings Inc MA$11.5M · 0.27%
Bicycle Therapeutics Inc MA$11.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811400583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.