Plan Snapshot
- Plan Sponsor: Advantage Home Care, INC.
- Sponsor EIN: 200603118
- Sponsor Address: P.O. BOX 91000, ALBUQUERQUE, NM, 871991000
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 205 | $3.8M | $0 | $619,400 |
| 2023 | 194 | $3.3M | $0 | $575,608 |
| 2022 | 185 | $2.4M | $0 | $556,808 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $33,701 | — | — | — | — |
| 2023 | $21,219 | — | $21,219 | — | — |
| 2022 | $20,866 | — | $20,866 | — | — |