Plan Snapshot
- Plan Sponsor: Ctw Home Health, LLC
- Sponsor EIN: 208886902
- Sponsor Address: 6222 INTERSTATE 10 WEST, SAN ANTONIO, TX, 78201
- Plan Type: 401(k)
- Total Participants: 656
- Total Assets: $4.7M
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. |
|---|---|---|---|---|
| 2024 | 656 | $4.7M | $3,543 | $563,972 |
| 2023 | 523 | $4.3M | $3,391 | $640,766 |
| 2022 | 505 | $3.5M | $2,596 | $661,021 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $19,326 | $12,807 | $920 | — | — |
| 2023 | $22,454 | $10,951 | $7,518 | — | — |
| 2022 | $13,581 | $10,167 | $3,414 | — | — |