# Fedelta Home Care LLC 401(k) Plan
Source: https://planprovider.pro/companies/fedelta-home-care-llc-401k-plan

> Fedelta Home Care LLC's 401(k) plan: 442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$14,012|—|$14,012|

| CAPSTONE WEALTH ADVISORS|ADVISOR|$8,724|—|$8,724|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,736

- **Estimated Expense Ratio:** 1.631% 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|$25,232|—|$25,232|—|—|

| 2023|$21,914|—|$21,914|—|—|

| 2022|$20,413|—|$20,413|—|—|

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