Plan Snapshot
- Plan Sponsor: 21st Century Home Health Services, INC.
- Sponsor EIN: 472484981
- Sponsor Address: 1633 BAYSHORE HIGHWAY, # 216, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 372 | $7.5M | $878,427 | $2.0M |
| 2023 | 310 | $4.1M | $558,203 | $1.3M |
| 2022 | 160 | $1.6M | $359,607 | $731,451 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $26,387 | — | $26,387 |
| THREE BELL CAPITAL LLC | NONE | $17,502 | — | $17,502 |
| THREE BELL CAPITAL | NONE | $5,213 | — | $5,213 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,102
- Estimated Expense Ratio: 0.658% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $49,101 | $22,714 | $26,387 | — | — |
| 2023 | $23,824 | $9,629 | $14,195 | — | — |
| 2022 | $17,826 | $6,420 | $11,406 | — | — |