Plan Snapshot
- Plan Sponsor: Anx Home Healthcare
- Sponsor EIN: 261202987
- Sponsor Address: 1633 BAYSHORE HIGHWAY, SUITE 234, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 186
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 186 | $4.3M | $0 | $0 |
| 2024 | 134 | $3.2M | $0 | $594,788 |
| 2023 | 114 | $2.3M | $0 | $353,724 |
| 2022 | 130 | $1.8M | $716 | $294,291 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $680,932 | — | $53,938 | — | — |
| 2024 | $325,556 | — | — | — | — |
| 2023 | $221,751 | — | — | — | — |
| 2022 | $13,456 | $9,745 | — | — | — |