Plan Snapshot
- Plan Sponsor: Fedelta Home Care LLC
- Sponsor EIN: 264058534
- Sponsor Address: 9725 3RD AVE NE STE 301, SEATTLE, WA, 981152003
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $1.4M
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 | 442 | $1.4M | $65,781 | $221,864 |
| 2023 | 264 | $1.1M | $94,088 | $248,848 |
| 2022 | 274 | $626,169 | $70,585 | $177,590 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $25,232 | — | $25,232 | — | — |
| 2023 | $21,914 | — | $21,914 | — | — |
| 2022 | $20,413 | — | $20,413 | — | — |