Plan Snapshot
- Plan Sponsor: All Heart Home Care Agency, INC.
- Sponsor EIN: 460849637
- Sponsor Address: 1660 EAST 14TH STREET 2ND FLOOR, BROOKLYN, NY, 11229
- Plan Type: DC
- Plan Number: 001
- Total Participants: 805
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 805 | $2.8M | $0 | $0 |
| 2024 | 1,153 | $2.4M | $106,369 | $194,114 |
| 2023 | 1,046 | $2.1M | $225,973 | $187,311 |
| 2022 | 1,003 | $1.5M | $0 | $182,914 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $38,458 | — | $38,458 |
| NORTHWESTERN MUTUAL INVESTMENT SERV | Other Service Provider | — | $11,652 | $11,652 |
| ORENDA RETIREMENT LLC | Recordkeeper | $6,150 | $3,714 | $9,864 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,974
- Estimated Expense Ratio: 2.170% 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 |
|---|---|---|---|---|---|
| 2025 | $292,362 | — | $44,609 | — | — |
| 2024 | $45,787 | — | $45,787 | — | — |
| 2023 | $43,410 | — | $43,410 | — | — |
| 2022 | $40,800 | — | $40,800 | — | — |