# 21st Century Home Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/21st-century-home-health-services-401k-plan

> 21st Century Home Health Services, INC.'s 401(k) plan: 372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/21st-century-home-health-services-401k-plan)

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