Plan Snapshot
- Plan Sponsor: Ageless Living Home Health, LLC
- Sponsor EIN: 273020920
- Sponsor Address: 1112 E. COPELAND RD, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 851
- Total Assets: $1.3M
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 | 851 | $1.3M | $0 | $362,119 |
| 2023 | 758 | $917,353 | $0 | $384,437 |
| 2022 | 673 | $581,788 | $0 | $474,450 |
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 |
|---|---|---|---|---|
| PIERCE FIRM, PLLC | Auditor | $31,500 | — | $31,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIERCE FIRM, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,500
- Estimated Expense Ratio: 2.471% 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 | $49,514 | $3,889 | $12,380 | $31,500 | — |
| 2023 | $35,378 | $3,073 | $18,605 | — | — |
| 2022 | $32,862 | $2,292 | $30,570 | — | — |