# Assisted Home Recovery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/assisted-home-recovery-inc-401k-plan

> Assisted Home Recovery, INC.'s 401(k) plan: 795 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$52,762|—|$52,762|

| MERRILL LYNCH LIFE AGENCY, INC.|INVESTMENT ADVISORY|$49,423|—|$49,423|

| HOLTHOUSE CARLIN AND VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [HOLTHOUSE CARLIN AND VAN TRIGT LLP](https://planprovider.pro/provider/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:** $102,185

- **Estimated Expense Ratio:** 0.574% 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|$102,185|$49,423|—|—|—|

| 2023|$100,106|$40,401|—|—|—|

| 2022|$90,389|$37,385|—|—|—|

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