Plan Snapshot
- Plan Sponsor: Advent Home Medical
- Sponsor EIN: 201137393
- Sponsor Address: 1535 HIGHWOOD E, PONTIAC, MI, 483401234
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $6.1M
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 | 204 | $6.1M | $453,019 | $734,391 |
| 2023 | 225 | $3.2M | $397,437 | $638,585 |
| 2022 | 160 | $2.4M | $176,283 | $302,170 |
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 |
|---|---|---|---|---|
| PORTE BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN — 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 | $45,938 | $26,393 | $19,545 | — | — |
| 2023 | $26,268 | $14,504 | $11,764 | — | — |
| 2022 | — | — | — | — | — |