Plan Snapshot
- Plan Sponsor: Advanced Homecare Management, LLC Dba Enhabit Home Health & Hospice
- Sponsor EIN: 320125426
- Sponsor Address: 6688 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75206
- Plan Type: 401(k)
- Total Participants: 10,652
- Total Assets: $291.6M
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 | 10,652 | $291.6M | $2.0M | $28.6M |
| 2023 | 10,024 | $254.6M | $2.0M | $28.6M |
| 2022 | 10,085 | $207.3M | $1.9M | $28.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | -$216,419 | $122,142 | $2,700 | — | — |
| 2023 | -$125,002 | $108,779 | — | — | — |
| 2022 | -$90,739 | $31,489 | — | — | — |