Plan Snapshot
- Plan Sponsor: Assisted Home Recovery, INC.
- Sponsor EIN: 954242428
- Sponsor Address: 72 MOODY COURT, THOUSAND OAKS, CA, 91360
- Plan Type: 401(k)
- Total Participants: 795
- Total Assets: $17.8M
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 | 795 | $17.8M | $729,416 | $1.7M |
| 2023 | 784 | $15.3M | $668,737 | $1.8M |
| 2022 | 807 | $13.1M | $949,105 | $1.7M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN AND VAN TRIGT LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $102,185 | $49,423 | — | — | — |
| 2023 | $100,106 | $40,401 | — | — | — |
| 2022 | $90,389 | $37,385 | — | — | — |