Plan Snapshot
- Plan Sponsor: Dragon Home Care, LLC.
- Sponsor EIN: 465634150
- Sponsor Address: 6608 BAY PARKWAY, BROOKLYN, NY, 11204
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,489
- Total Assets: $729,811
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 1,489 | $729,811 | $0 | $0 |
| 2024 | 1,113 | $443,765 | $0 | $256,007 |
| 2023 | 865 | $200,799 | $0 | $211,330 |
| 2022 | 646 | $12,342 | $0 | $12,317 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $66,537 | — | $66,537 |
| OSAIC WEALTH, INC. | Investment Advisor | $5,109 | — | $5,109 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,646
- Estimated Expense Ratio: 9.817% 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 |
|---|---|---|---|---|---|
| 2025 | $97,127 | $5,109 | — | — | — |
| 2024 | $53,060 | $2,599 | — | — | — |
| 2023 | $40,577 | $621 | — | — | — |
| 2022 | $8 | — | — | — | — |