Plan Snapshot
- Plan Sponsor: Affordable Home Health Care LLC
- Sponsor EIN: 204300403
- Sponsor Address: 800 YARD ST, GRANDVIEW, OH, 43212
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $9.7M
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 | 412 | $9.7M | $489,604 | $873,601 |
| 2023 | 429 | $6.8M | $464,228 | $782,546 |
| 2022 | 398 | $5.0M | $390,648 | $688,161 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $39,093 | — | $39,093 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | Recordkeeper | $14,513 | — | $14,513 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,606
- Estimated Expense Ratio: 0.555% 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 | $57,925 | — | — | — | — |
| 2023 | $37,462 | — | $9,727 | — | — |
| 2022 | $4,327 | — | — | — | $4,327 |