Plan Snapshot
- Plan Sponsor: A&D Home Health Care, INC.
- Sponsor EIN: 382821662
- Sponsor Address: 3150 ENTERPRISE DR, SAGINAW, MI, 48603
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 174 | $7.2M | $258,811 | $491,424 |
| 2023 | 158 | $6.3M | $255,028 | $497,295 |
| 2022 | 149 | $5.1M | $233,502 | $447,945 |
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 |
|---|---|---|---|---|
| GARDNER, PROVENZANO, THOMAS & LUPLO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,130 | — | $2,130 | — | — |
| 2023 | $1,092 | — | $1,092 | — | — |
| 2022 | $1,625 | — | $1,625 | — | — |