Plan Snapshot
- Plan Sponsor: Advantage Home Health Care, INC.
- Sponsor EIN: 351911150
- Sponsor Address: 4008 N. WHEELING AVENUE, MUNCIE, IN, 47304
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $1.2M | $0 | $47,552 |
| 2023 | 182 | $1.3M | $0 | $73,669 |
| 2022 | 201 | $1.2M | $0 | $90,240 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | RIA | — | $12,382 | $12,382 |
| WHITINGER & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — RIA
- WHITINGER & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,382
- Estimated Expense Ratio: 1.029% 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 | $28,296 | $12,382 | $15,914 | — | — |
| 2023 | $29,504 | — | $29,504 | — | — |
| 2022 | $30,354 | — | $30,354 | — | — |