Retirement plan

CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: CAREATC, INC. - CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: CAREATC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN, CAREATC, INC.

CAREATC, INC.EIN 73-1598062Plan #002PY 2018

4500 S. 129TH E. AVE. #191 - TULSA, OK 74134918-779-7458careatc.comLinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.3M

+84.2% from 2017

Total participants

393

+20.6% from 2017

Average account balance

$26,557

+50.9% from 2017

Annual return

51.37%

-1526.25 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$22.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$28K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

804

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$80

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
BOKF, NA1 year Service code 19 P.O. BOX 880 · TULSA, OK 74101	Securities Custodian	$31,700

Plan features & details

Pension benefit codes2E2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$32K

$88 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.308%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOGANTAYLOR LLP
Auditor EIN: 731413977
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,557

$37,196-28.6%

$154,108-82.8%

$55,725-52.3%

Participation rate

98.3%

64.1%+34.2pp

83.0%+15.3pp

70.9%+27.5pp

Annual return

51.37%

1319.68%-1268.3pp

735.21%-683.8pp

244.93%-193.6pp

Employer contribution / active EE

$2,268

$1,614+40.5%

$5,298-57.2%

$2,078+9.1%

Participant deferral / active EE

$3,699

$2,068+78.8%

$5,081-27.2%

$3,356+10.2%

Admin fee / account holder

$82

$102-19.4%

$13,411-99.4%

$115-28.9%

Provider

Service type

Compensation

BOKF, NA1 year

Service code 19

P.O. BOX 880 · TULSA, OK 74101

Securities Custodian

$31,700

CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAREATC, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion