# Anx Home Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/anx-home-healthcare-261202987-001

> Anx Home Healthcare's 401(k) plan: 186 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|

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