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CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN

Plan Contact

  • Address: 9200 SHELBYVILLE ROAD,,LOUISVILLE,KY
  • Contact person: MARK TATUM
  • Phone: (502) 420-5521

Plan General Information

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is $28,049,814.00.This plan was established in 1990.

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is 316

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is $88,765.00

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is $2,204.00.

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is approximately $218.00
Investing in this additonal $218.00 for 20 years would give you extra $13,959.00, assuming a 10% annual return.

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN allocates $68,924.00 to match its employees' contributions, providing an employer match rate of 19.79% of their contributions

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is 11.41%.

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is 19.71%. This measures the effectiveness of the plan participants' investments in the year.

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN is 0.26%.

Enrollment Features

CAREWISE HEALTH HOLDINGS, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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