Direct Urgent Care, Inc. DBA Carbon Health 401(k) match, vesting and fees
What Direct Urgent Care, Inc. DBA Carbon Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Leading Retirement Solutions | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Direct Urgent Care, Inc. DBA Carbon Health: employer contribution per participant | $441 | |
| Peer median | $1,358 |
| Direct Urgent Care, Inc. DBA Carbon Health: average balance | $17,814 | |
| Peer median | $44,442 |
| Direct Urgent Care, Inc. DBA Carbon Health: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.3M at the end of plan year 2021 to $42.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,715 | $42.1M | $1M | $441 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 2,796 | $39.4M | — | — | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 2,945 | $28.8M | $4.9M | $2,835 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 1,874 | $19.3M | $2.9M | $2,344 | 0.35% | Not published | Form 5500 ↗ |
Other Direct Urgent Care, Inc. DBA Carbon Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Direct Urgent Care, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Direct Urgent Care, Inc. DBA Carbon Health match 401(k) contributions?
The match terms for the Carbon Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $441 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Direct Urgent Care, Inc. DBA Carbon Health 401(k) match vested?
The vesting schedule for the Carbon Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Direct Urgent Care, Inc. DBA Carbon Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Leading Retirement Solutions. The plan administrator is Direct Urgent Care, Inc. DBA Carbon Health.
I left Direct Urgent Care, Inc. DBA Carbon Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Direct Urgent Care, Inc. DBA Carbon Health, (614) 209-2219) or the recordkeeper, Leading Retirement Solutions. The Direct Urgent Care, Inc. DBA Carbon Health old 401(k) page lists the contacts from every plan filing. Find an old Direct Urgent Care, Inc. DBA Carbon Health 401(k)
Data from the public Form 5500 annual reports Direct Urgent Care, Inc. DBA Carbon Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Direct Urgent Care, Inc. DBA Carbon Health. Not financial advice. Report a correction · Methodology